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Matthew David Jackson

Cu Investment Solutions LLC

Overland Park, KS

Portland, ME

Olathe, KS

CRD 3251494

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Employer firm

Cu Investment Solutions LLC CRD 43753

3 advisory clients

Reported services (Item 5G)

  • NON DISCRETIONARY INVESTMENT ADVISORY FOR INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

Current Employers
Cu Investment Solutions Llc

8500 W. 110Th Street Suite 650, Overland Park, KS 66210 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2010-09-21
  • KS RA
    APPROVED
    Since 2010-09-21

Branch Locations

8500 W 110Th St #650, Overland Park, KS 66210 • United States

2 Ledgeview Drive, Portland, ME 04092 • United States

Olathe, KS • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cu Investment Solutions, Llc Overland Park KS 07/2002 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-12-12
S63 Uniform Securities Agent State Law Examination 2002-10-09
  • S65 Uniform Investment Adviser Law Examination
    2002-12-12
  • S63 Uniform Securities Agent State Law Examination
    2002-10-09
Other Names
  • Matthew David Jackson

View on SEC IAPD

Nearby Firms

MARINER
MARINER INDEPENDENT
MARINER WEALTH

Nearby Investors

ALANA DENNEY SCOTT
MARK RICHARD VLASIC
MATTHEW DOUGLAS FISHER

Nearby Offices

MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS

More in Overland Park, KS

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