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Matthew William Jackson

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Salem, OR

New York, NY

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-29
WA RA APPROVED 2025-04-29
  • TX RA
    APPROVED
    Since 2025-04-29
  • WA RA
    APPROVED
    Since 2025-04-29

Branch Locations

1255 Lee St Se, Salem, OR 97302 • United States

One Bryant Park, New York, NY 10036 • 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
Dallas School District 2 Dallas OR 08/2012 06/2023
Northwestern Mutual Life Insurance Company Milwaukee WI 09/2023 11/2024
Northwestern Mutual Investment Services Llc Salem OR 09/2023 11/2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated Salem OR 11/2024 Present
Bank Of America, N.A. Salem OR 01/2025 Present
  • 08/2012 → 06/2023
    Dallas School District 2
    Dallas, OR
  • 09/2023 → 11/2024
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 09/2023 → 11/2024
    Northwestern Mutual Investment Services Llc
    Salem, OR
  • 11/2024 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Salem, OR
  • 01/2025 → Present
    Bank Of America, N.A.
    Salem, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-21
S63 Uniform Securities Agent State Law Examination 2024-08-30
  • S66 Uniform Combined State Law Examination
    2025-02-21
  • S63 Uniform Securities Agent State Law Examination
    2024-08-30
Other Names
  • Matt Jackson
  • Matt Jackson

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
KEUDELL MORRISON WEALTH MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
U.S. BANCORP ADVISORS, LLC

Other Investors

MICHAEL SCOTT CAPRAI
Caitlin Marie Davis
KEVIN LEE BENEFIEL
John Daryl Acosta Bernardio
DAVID JOHN WRIGHT
YORK APARICIO MENDOZA
JASON H HARRIS
Chad Michael Wright

Other Offices

LPL FINANCIAL LLC · SALEM, OR
EDWARD JONES · SALEM, OR
J.P. MORGAN SECURITIES LLC · SALEM, OR
LPL FINANCIAL LLC · SALEM, OR
STIFEL, NICOLAUS & COMPANY, INCORPORATED · SALEM, OR
STATE FARM INVESTMENT MANAGEMENT CORP. · Salem, OR
KEUDELL MORRISON WEALTH MANAGEMENT, LLC · SALEM, OR
AMERIPRISE FINANCIAL SERVICES, LLC · Salem, OR

More in Salem, OR

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