Lynn Leroy Jackson

Current Employers

Employment History

• 08/2015 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2016 → Present
  Jackson Financial Services
  Layton, UT
• 03/2017 → Present
  Peak Financial Network Solutions
  Murray, UT
• 09/2021 → Present
  Pleasant Plains Excavation & Equipment Sales
  Ogden, UT
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2007-01-08 → 2015-02-18
  Zions Capital Advisors, Inc.
  Salt Lake City, UT
  Salt Lake City, UT
  Salt Lake City, UT
  Bountiful, UT
• 1996-01-24 → 2006-12-31
  Zions Direct, Inc.
  Bountiful, UT
  Salt Lake City, UT
  Bountiful, UT
  Bountiful, UT
  Salt Lake City, UT
  Bountiful, UT
  Bountiful, UT

Other Businesses

(1) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 7/2015 APX NUMBER OF HOURS PER WEEK: 8 APX NUMBER OF HOURS DURING TRADING HOURS: 8 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE (2) NAME OF OTHER BUSINESS: HORIZON CREDIT UNION ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: CREDIT UNION ; POSITION/TITLE/RELATIONSHIP: REGISTERED REPRESENTATIVE ; START DATE: 02/2020 ; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: PROVIDING FINANCIAL SERVICES OF B/D ON CREDIT UNION PREMISES ; (3) NAME OF OTHER BUSINESS: PLEASANT PLAINS INVESTMENT RELATED: NO ADDRESS: 2688 FILLMORE OGDEN UT 84401 NATURE OF BUSINESS: PASTURE FOR LEASED CATTLE START DATE: 1985 APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF TRADING HOURS PER WEEK: 0 POSITION/TITLE/RELATIONSHIP: 15% OWNER BRIEF DESCRIPTION OF DUTIES: NONE (4) NAME OF OTHER BUSINESS: JACKSON FINANCIAL SERVICES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED NATURE OF BUSINESS: FINANCIAL ADVISING START DATE: 01/11/16 POSITION/TITLE/RELATIONSHIP: SOLE PROPRIETOR APX NUMBER OF HOURS PER WEEK: 50 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: ADVISE CLIENTS NEEDING FINANCIAL SERVICES (5) NAME OF OTHER BUSINESS: PEAK FINANCIAL NETWORK SOLUTIONS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION START DATE: 3/2017 NATURE OF BUSINESS: SECURITIES SALES APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: REGISTERED REP BRIEF DESCRIPTION OF DUTIES: SECURITIES ADVICE AND SALES; 6. NAME OF OTHER BUSINESS: PLEASANT PLAINS EXCAVATION & EQUIPMENT SALES, INVESTMENT RELATED: NO, ADDRESS: 3170 N 700 W., OGDEN, UT, 84414, NATURE OF BUSINESS: HAULING SAND AND GRAVEL, START DATE: 09/15/21, POSITION/TITLE/RELATIONSHIP: PART OWNER, LESS THAN ONE HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: INHERITED BUSINESS INTEREST;

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-07-01
• S63 Uniform Securities Agent State Law Examination
  1992-06-19