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Ronnie Lee Jackson

Storen Financial

Zionsville, IN

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Current Employers
Storen Financial

1120 W Oak St Suite 200, Zionsville, IN 46077 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-12-17
  • IN RA
    APPROVED
    Since 2025-12-17

Branch Locations

1120 W Oak St Suite 200, Zionsville, IN 46077 • 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
Ameriprise Financial Services, Inc. Minneapolis MN 08/2012 11/2017
Allianz Life Financial Services Llc Minneapolis MN 11/2017 11/2023
Allianz Life Insurance Company Of North America Minneapolis MN 11/2017 11/2023
Unemployed Noblesville IN 11/2023 01/2024
Lpl Financial, Llc Zionsville IN 01/2024 12/2025
Storen Legacy Partners, Llc Zionsville IN 12/2025 Present
Brass Tax Wealth Management, Llc Zionsville IN 01/2024 12/2025
Simplicity Investments Summit NJ 12/2025 Present
  • 08/2012 → 11/2017
    Ameriprise Financial Services, Inc.
    Minneapolis, MN
  • 11/2017 → 11/2023
    Allianz Life Financial Services Llc
    Minneapolis, MN
  • 11/2017 → 11/2023
    Allianz Life Insurance Company Of North America
    Minneapolis, MN
  • 11/2023 → 01/2024
    Unemployed
    Noblesville, IN
  • 01/2024 → 12/2025
    Lpl Financial, Llc
    Zionsville, IN
  • 12/2025 → Present
    Storen Legacy Partners, Llc
    Zionsville, IN
  • 01/2024 → 12/2025
    Brass Tax Wealth Management, Llc
    Zionsville, IN
  • 12/2025 → Present
    Simplicity Investments
    Summit, NJ
Previous Registrations
  • 2024-01-25 → 2025-12-31
    Brass Tax Wealth Management
    Zionsville, IN
    Cincinnati, OH
  • 2014-01-31 → 2017-11-17
    Minneapolis, MN
    Minneapolis, MN
Other Businesses

1.) ZIONSVILLE PARKS FOUNDATION - 10/14/2025 - 49 Boone Village, #185, Zionsville, IN 46077 - Member of Finance Committee, Not Invt Rel, Non Profit Foundation, 5 hrs/mo; 0 hrs/mo (during trading hours). 2.) STOREN LEGACY PARTNERS - 12/17/2025 - 1120 W Oak Street, Zionsville, IN 46077 - Financial Advisor, Financial planning & client relationship mgmt, Invt Rel, RA, 20 hrs/mo; 8 hrs/mo (during trading hours). 3.) STOREN FINANCIAL - 3/4/2024 - 1120 W Oak Street, Zionsville, IN 46077 - Tax Preparer, Tax preparation, Not Invt Rel, Tax Prep/Accounting, 20 hrs/mo; 8 hrs/mo (during trading hours). 4.) STOREN ADVISORY GROUP - 1/1/2024 - 1120 W Oak Street, Zionsville, IN 46077 - Financial Advisor, Financial planning & client relationship mgmt, Invt Rel, RA, 160 hrs/mo; 160 hrs/mo (during trading hours). 5.) Simplicity Investments - 12/23/2025 - 1120 W Oak Street, Zionsville, IN 46077 - Registered Rep, Broker Dealer business, Invt Rel, RR, 5 hrs/mo; 5 hrs/mo (during trading hours).

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-09-22
  • S63 Uniform Securities Agent State Law Examination
    2012-09-22
Designations
Other Names
  • Rj Jackson
  • Ronnie Lee Jackson
  • Ronnie Jackson

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