Carl Henry Jackson

Current Employers

Employment History

• 03/1993 → 03/2017
  Metlife Securities Inc.
  San Diego, CA
• 07/2016 → 02/2024
  Massachusetts Mutual Life Insurance Company
  San Diego, CA
• 03/2017 → 02/2024
  Mml Investors Services, Llc
  San Diego, CA
• 02/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 02/2024 → Present
  Sovran Advisors Llc - Crd 329415
  San Diego, CA

Previous Registrations

• 2017-03-25 → 2024-03-05
  Mml Investors Services, Llc
  San Diego, CA
  San Diego, CA
• 2002-09-16 → 2017-03-25
  Msi Financial Services, Inc.
  San Diego, CA
  San Diego, CA

Other Businesses

1. NAME OF OTHER BUSINESS: SOVRAN ADVISORS LLC - CRD 329415; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM; POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISOR REPRESENTATIVE; START DATE: 02/2024; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING AND ASSET MANAGEMENT; 2. NAME OF OTHER BUSINESS: SOVRAN ADVISORS, LLC DBA SOVRAN PARTNERS - CRD# 329415; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ADVISORY SERVICES; POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE; START DATE: 2/2024; APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING AND ASSET MANAGEMENT; 3. NAME OF OTHER BUSINESS: WEALTHPOINTE ADVISORS, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 03/2025 , POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-10-02
• S63 Uniform Securities Agent State Law Examination
  1993-07-01

Other Names

• Cj Jackson
• C J Jackson