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Jason Allen Rockman

Packerland Brokerage Services, Inc.

Green Bay, WI

Belton, MO

Belton, MO

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Current Employers
Packerland Brokerage Services, Inc.

432 Security Blvd. Ste. 101, Green Bay, WI 54313-9709 • United States

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2024-05-28
CA RA APPROVED 2024-01-24
MO RA APPROVED 2023-01-06
  • NV RA
    APPROVED
    Since 2024-05-28
  • CA RA
    APPROVED
    Since 2024-01-24
  • MO RA
    APPROVED
    Since 2023-01-06

Branch Locations

432 Security Blvd., Green Bay, WI 54313 • UNITED STATES

Belton, MO • United States

115 West Markey Road , Belton, MO 64012 • 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
Questar Capital Corporation Minneapolis MN 03/2013 04/2017
Questar Asset Management Minneapolis MN 03/2013 04/2017
Bfc Planning, Inc. Belton MO 06/2017 01/2023
Securities Management & Research, Inc. Belton MO 06/2017 01/2023
Packerland Brokerage Services Green Bay WI 01/2023 Present
  • 03/2013 → 04/2017
    Questar Capital Corporation
    Minneapolis, MN
  • 03/2013 → 04/2017
    Questar Asset Management
    Minneapolis, MN
  • 06/2017 → 01/2023
    Bfc Planning, Inc.
    Belton, MO
  • 06/2017 → 01/2023
    Securities Management & Research, Inc.
    Belton, MO
  • 01/2023 → Present
    Packerland Brokerage Services
    Green Bay, WI
Previous Registrations
  • 2017-06-08 → 2023-01-05
    Bfc Planning, Inc.
    Belton, MO
    Cedar Rapids, IA
  • 2013-03-21 → 2017-05-01
    Questar Asset Management, Inc.
    Minneapolis, MN
    Lawrence, KS
    Overland Park, KS
  • 2011-07-25 → 2012-12-31
    Creativeone Securities, Llc
    Overland Park, KS
    Overland Park, KS
  • 2007-04-25 → 2010-03-29
    Investment Advisors Corp
    West Des Moines, IA
  • 2006-01-31 → 2007-04-26
    Sii Investments, Inc.
    Topeka, KS
    Prairie Village, KS
    Shawnee, KS
    Overland Park, KS
    Overland Park, KS
    Topeka, KS
    Overland Park, KS
    Topeka, KS
    Olathe, KS
    Olathe, KS
    Lenexa, KS
    Wichita, KS
    Wichita, KS
    Wichita, KS
    Wichita, KS
    Salina, KS
    Manhattan, KS
    Emporia, KS
    Topeka, KS
    Topeka, KS
    Mission, KS
    Shawnee, KS
    Lawrence, KS
    Lawrence, KS
    Bayonet Point, FL
    Manhatten, KS
    Overland Park, KS
    Overland Park, KS
    Topeka, KS
Other Businesses

1. COMMON SENSE FINANCIAL GROUP-Y-BELTON, MO-INSURANCE AGENCY-AGENT-06/2017-80-80-SELL FIXED INSURANCE, LTC, SECURITIES, AND DISABILITY.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-01-27
S63 Uniform Securities Agent State Law Examination 1996-07-16
  • S66 Uniform Combined State Law Examination
    2006-01-27
  • S63 Uniform Securities Agent State Law Examination
    1996-07-16

View on SEC IAPD

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THRIVENT INVESTMENT MANAGEMENT INC.
J.P. MORGAN SECURITIES LLC
BARINGTON CAPITAL MANAGEMENT, LLC
HARBOUR INVESTMENTS, INC.
OSAIC WEALTH, INC.

Other Investors

CHRISTOPHER LEE FEUTZ
MONTANA MORGAN TILLMANN
MARK BRIAN PIPER
Zachary Mano Gilson
MARK ANDREW ENGLES
TIMOTHY ARNOLD BENES
Cal David Jensen
KENNETH JOSEPH MELOTTE

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · GREEN BAY, WI
MELOTTE FINANCIAL ADVISORS · GREEN BAY, WI
ONELEGACY ADVISORS, LLC · GREEN BAY, WI
THRIVENT INVESTMENT MANAGEMENT INC. · Green Bay, WI
J.P. MORGAN SECURITIES LLC · GREEN BAY, WI
AMERIPRISE FINANCIAL SERVICES, LLC · GREEN BAY, WI
BARINGTON CAPITAL MANAGEMENT, LLC · GREEN BAY, WI
HARBOUR INVESTMENTS, INC. · GREEN BAY, WI

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