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Jesse Ohakam

M Holdings Securities, Inc.

Dallas, TX

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Current Employers
M Holdings Securities, Inc.

1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-31
  • TX RA
    APPROVED
    Since 2026-03-31

Branch Locations

2699 Howell Street Suite 1100, Dallas, TX 75204 • 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
Td Ameritrade Southlake TX 09/2018 01/2020
Paradies Lagardere Dfw Airport TX 12/2016 08/2018
Unemployed Mansfield TX 08/2016 11/2016
Ally Invest Securities Llc Lewisville TX 02/2021 03/2022
Cornerstone Staffing Grand Prairie TX 02/2020 04/2020
Unemployed Mansfield TX 05/2020 08/2020
Major Lindsey & Africa Westlake TX 09/2020 12/2020
Citigroup Irving TX 03/2022 04/2023
Thrivent Investment Management Inc Minneapolis MN 01/2024 03/2026
Thrivent Financial Appleton WI 01/2024 03/2026
Unemployed Midlothian TX 05/2023 09/2023
Health Insurance King Irving TX 10/2023 12/2023
M Holdings Securities, Inc. Portland OR 03/2026 Present
  • 09/2018 → 01/2020
    Td Ameritrade
    Southlake, TX
  • 12/2016 → 08/2018
    Paradies Lagardere
    Dfw Airport, TX
  • 08/2016 → 11/2016
    Unemployed
    Mansfield, TX
  • 02/2021 → 03/2022
    Ally Invest Securities Llc
    Lewisville, TX
  • 02/2020 → 04/2020
    Cornerstone Staffing
    Grand Prairie, TX
  • 05/2020 → 08/2020
    Unemployed
    Mansfield, TX
  • 09/2020 → 12/2020
    Major Lindsey & Africa
    Westlake, TX
  • 03/2022 → 04/2023
    Citigroup
    Irving, TX
  • 01/2024 → 03/2026
    Thrivent Investment Management Inc
    Minneapolis, MN
  • 01/2024 → 03/2026
    Thrivent Financial
    Appleton, WI
  • 05/2023 → 09/2023
    Unemployed
    Midlothian, TX
  • 10/2023 → 12/2023
    Health Insurance King
    Irving, TX
  • 03/2026 → Present
    M Holdings Securities, Inc.
    Portland, OR
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-30
S63 Uniform Securities Agent State Law Examination 2019-01-16
  • S66 Uniform Combined State Law Examination
    2022-06-30
  • S63 Uniform Securities Agent State Law Examination
    2019-01-16
Other Names
  • Jesse Osondu Ohakam

View on SEC IAPD

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