James Jackson has been an investment adviser representative at Southland Equity Partners since November 2014, and is not listed among the firm’s executive officers or direct owners.
Southland Equity Partners, LLC. is a firm with $891M under management, 1,766 clients and 21 advisers across 18 offices, as of its July 2026 filing.
James Jackson’s longest registration was 12 years at FSC Securities Corporation (2011–2023). Before joining Southland Equity Partners in 2014, James Jackson was registered through FSC Securities Corporation and Chase Investment Services Corp.
- Osaic Wealth, Inc.Also current– present · 2 yearsGrover Beach, CA · Adviser representative · Firm CRD 23131
- – present · 11 yearsGrover Beach, CA · Adviser representative · Firm CRD 154481
- FSC Securities Corporation– · 12 yearsGrover Beach, CA · Adviser representative · Firm CRD 7461
- Chase Investment Services Corp.– · 1 yearLompac, CA · Adviser representative · Firm CRD 25574
- Wamu Investments, Inc.– · under a yearSan Luis Obispo, CA · Adviser representative · Firm CRD 599
- FSC Securities Corporation– · under a yearGrover Beach, CA · Adviser representative · Firm CRD 7461
- Ing Financial Partners, Inc– · under a yearGrover Beach, CA · Adviser representative · Firm CRD 2882
Investment adviser representative registrations
James Jackson is registered as an investment adviser representative in 7 states, as a resident of Texas. The first approvals date from November 2014; the most recent is Texas, in April 2026.
- CaliforniaSince 13 November 2014
- GeorgiaSince 3 November 2023
- MaineSince 3 November 2023
- MinnesotaSince 3 November 2023
- TexasResidentSince 27 April 2026
- VirginiaSince 3 November 2023
- WashingtonSince 3 November 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 16 July 2007 |
| Series 7 | General Securities Representative Examination | 25 April 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- James Asher Jackson
- CRD
- 5304630
- Firm
- Southland Equity Partners · CRD 154481
- Office
- 1065-A WEST GRAND AVE., Grover Beach, CA 93433
- Registration
- Investment adviser and broker registrations
- In the industry since
- May 2007
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does James Jackson work?
James Jackson is an investment adviser representative registered through Southland Equity Partners, LLC. since November 2014, and is not listed among the firm’s executive officers or direct owners.
Is James Jackson a financial advisor?
Yes. James Jackson has a current investment-adviser registration in California, Georgia, Maine, Minnesota, Texas, Virginia and Washington, through Southland Equity Partners since November 2014.
How many years of experience does James Jackson have?
James Jackson has 19 years in the financial industry, since May 2007, across 6 adviser firms.
What exams has James Jackson passed?
James Jackson has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in April 2007. FINRA credited James Jackson with the SIE, which began in October 2018.
Where did James Jackson work before Southland Equity Partners?
Before Southland Equity Partners, James Jackson was registered through Chase Investment Services Corp., May 2009 to January 2011; Wamu Investments, Inc., October 2008 to May 2009; FSC Securities Corporation, April 2008 to October 2008; Ing Financial Partners, Inc, September 2007 to April 2008.
Where is James Jackson based?
James Jackson’s registered office is in Grover Beach, CA.
Is James Jackson registered with FINRA?
Yes. James Jackson has a current broker registration, under CRD 5304630.
Source: FINRA BrokerCheck
How can I verify James Jackson’s record?
Search CRD 5304630 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish James Jackson’s full registration record.