James Richard Jackson

Current Employers

Employment History

• 09/2012 → 09/2018
  Qualstar Credit Union
  Bellevue, WA
• 09/2018 → 12/2018
  Cetera Advisor Networks
  El Segundo, CA
• 09/2018 → 08/2023
  Qualstar Financial Services/Qualstar Credit Union
  Federal Way, WA
• 12/2018 → 08/2023
  Lpl Financial Llc
  Redmond, WA
• 08/2023 → 02/2026
  U.S. Bancorp Investments, Inc.
  Coeur D'ALene, ID
• 02/2026 → Present
  U.S. Bancorp Advisors, Llc
  Coeur D'ALene, ID

Previous Registrations

• 2023-08-23 → 2026-02-13
  U.S. Bancorp Investments, Inc.
  Saint Paul, MN
  Saint Maries, ID
  Post Falls, ID
  Coeur D'ALene, ID
  Pinehurst, ID
• 2018-12-05 → 2023-09-01
  Lpl Financial Llc
  Redmond, WA
  San Diego, CA
  Everett, WA
  Kent, WA
  Renton, WA
  Seattle, WA
  Tacoma, WA
  Bothell, WA
• 2018-12-03 → 2018-12-07
  Cetera Wealth Services, Llc
  Federal Way, WA

Other Businesses

1.) Hobby Woodworking; Not Investment-Related; Tacoma, WA 98418; hobby woodworking; Owner; Operator; Operator; 01/01/2022; 04 hours/month; 0 hours/trading; Occasionally sell small woodworking projects birdhouses, feeders etc. 2.) United Way of North Idaho Financial Stability Council (FSC) Member; Not investment-related; Coeur D'Alene, ID; Work with FSC to review grant applications; Council member; 10/2024; 3 hours/month; 0 hours/trading; Help the United Way figure out focus areas of the community to receive grant funds. Vet and review applications, look at financials, review missions of non-profits. Reviews include site visits and four zoom calls between October and November.

Exams

• S66 Uniform Combined State Law Examination
  2018-11-30

Other Names

• Jim R Jackson
• James Jackson