Jackson Steuber has been an investment adviser representative at Foundry Financial since August 2026, and is not listed among the firm’s executive officers or direct owners. Jackson Steuber studied California State University at Fullerton.
Foundry Financial LLC is a Pasadena, CA firm with $233M under management, 184 clients and 10 advisers across 11 offices, as of its September 2026 filing.
Jackson Steuber is a Financial Planning Associate at Foundry Financial, where he serves as a Paraplanner. He is co-founder, president and now advisor to the FPA Student Chapter at California State University, Fullerton, and his areas of focus include retirement income planning and tax-efficient distributions.
- Foundry Financial LLCCurrent– present · under a yearPlacentia, CA · Adviser representative · Firm CRD 300122
Investment adviser representative registrations
Jackson Steuber is registered as an investment adviser representative in California, since August 2026.
- CaliforniaSince 24 August 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 August 2026 |
| SIE | Securities Industry Essentials Examination | 8 August 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Jackson Timothy Steuber
- CRD
- 8332163
- Firm
- Foundry Financial · CRD 300122
- Office
- Placentia, CA
- Registration
- Investment adviser registration
- In the industry since
- August 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- foundryfinancial.org
Where does Jackson Steuber work?
Jackson Steuber is an investment adviser representative registered through Foundry Financial LLC since August 2026, and is not listed among the firm’s executive officers or direct owners.
Is Jackson Steuber a financial advisor?
Yes. Jackson Steuber has a current investment-adviser registration in California, through Foundry Financial since August 2026.
How many years of experience does Jackson Steuber have?
Jackson Steuber has 0 years in the financial industry, since August 2026, across 1 adviser firm.
What exams has Jackson Steuber passed?
Jackson Steuber has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in August 2024.
Where is Jackson Steuber based?
Jackson Steuber’s registered office is in Placentia, CA.
Is Jackson Steuber registered with FINRA?
No. Jackson Steuber has no current broker registration.
How can I verify Jackson Steuber’s record?
Search CRD 8332163 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jackson Steuber’s full registration record.
