Chase T Jackson

Current Employers

Employment History

• 02/2018 → 03/2021
  Wells Fargo Clearing Services Llc
  St. Louis, MO
• 02/2018 → 05/2018
  Disys
  St. Louis, MO
• 08/2014 → 12/2017
  Missouri State University
  Springfield, MO
• 05/2016 → 01/2017
  Mazzio's Italian Eatery
  Warrensburg, MO
• 05/2017 → 08/2017
  Federal Deposit Insurance Corporation
  Elizabethtown, KY
• 03/2021 → 03/2024
  Citigroup
  O'FAllon, MO
• 05/2024 → Present
  Principal Life Insurance Company
  Springfield, MO
• 05/2024 → Present
  Principal Securities, Inc.
  Springfield, MO
• 08/2024 → Present
  Principal Advised Services
  Springfield, MO

Previous Registrations

• 2021-03-31 → 2024-04-04
  Citigroup Global Markets Inc.
  O'FAllon, MO
  O'FAllon, MO
• 2018-04-21 → 2021-03-17
  Wells Fargo Clearing Services, Llc
  St. Louis, MO

Other Businesses

PRINCIPAL ADVISED SERVICES POSITION: Retirement Consultant NATURE: RIA or IAR outside of PSI INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/23/2024 ADDRESS: 711 High St, Des Moines IA 50392, United States DESCRIPTION: As a Principal Advised Services IAR, I offer one-on-one investment advice to Principal retirement plan participants when eligible for a distribution at benefit event. The investment advice is a recommendation as to which of the retirement plan participant's four distribution options is in their best interest.

Exams

• S66 Uniform Combined State Law Examination
  2018-04-21

Other Names

• Chase Tyler Jackson
• Chase Jackson