Robert S. Jackson
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Robert Schultz Jackson, who also goes by Bob Jackson, was a registered financial professional .
Robert is a previously registered financial professional and started their career in finance in 1979. Robert had worked at 7 firms and has passed the Series 63, Series 5, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 6, 1995 - December 10, 2019
VISTA FINANCIAL ADVISORS, INC.
December 21, 1993 - January 23, 1995
RAYMOND JAMES FINANCIAL SERVICES, INC.
June 7, 1993 - December 14, 1993
NATIONSSECURITIES
March 9, 1993 - June 7, 1993
BANC OF AMERICA INVESTMENT SERVICES, INC.
February 1, 1985 - September 3, 1991
GRAHAM SECURITIES CORPORATION
March 16, 1981 - April 9, 1984
DREXEL BURNHAM LAMBERT INCORPORATED
September 20, 1979 - April 13, 1981
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 5
Date: 5/12/1983
Interest Rate Options ExaminationCurrent Firm
VISTA FINANCIAL ADVISORS, INC.
CRD#: 136490 / SEC#: 801-64833
Contact information
Red Flags
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