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Detailed Report
JEFFREY DOUGLAS HACKETT
JEFFREY DOUG HACKETT, Jeffrey Hackett
CRD#: 6387401
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 1701 LAKE ROBBINS DRIVE
THE WOODLANDS, TX 77380
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 1701 LAKE ROBBINS DRIVE
THE WOODLANDS, TX 77380
Registration History
20142015201620172018201920202021202220232024202520262 FIRMS2016 - 2017 (1 year)2 FIRMS2017 - 2018 (<1 year)2 FIRMS2018 - 2020 (1 year)2 FIRMS2021 - Present (3 years)BVALIC FINANCIAL ADVISORS, INC. (CRD# 42803)2014 - 2016 (1 year)
License(s)

State Registrations

B
Alabama 1/7/2022
B
New Hampshire 1/6/2023
B
Alaska 1/6/2023
B
New Jersey 1/4/2025
B
Arizona 1/7/2022
B
New Mexico 1/7/2022
B
Arkansas 1/7/2022
B
New York 1/6/2023
B
California 1/4/2025
B
North Carolina 1/6/2023
B
Colorado 1/6/2023
B
Ohio 1/8/2022
B
Florida 1/7/2022
B
Oklahoma 1/7/2022
B
Georgia 1/7/2022
B
Oregon 1/7/2022
B
Illinois 1/4/2025
B
Pennsylvania 1/7/2022
B
Indiana 1/4/2025
B
South Carolina 1/7/2022
B
Kansas 1/4/2025
B
Tennessee 1/6/2023
B
Louisiana 1/7/2022
B
Texas 8/5/2021
B
Maine 1/4/2025
IA
Texas 8/10/2021
B
Massachusetts 1/6/2023
B
Utah 1/6/2023
B
Minnesota 1/4/2025
B
Virginia 1/4/2025
B
Missouri 1/7/2022
B
Washington 1/7/2022
B
Montana 1/6/2024
B
Wisconsin 1/4/2025

SRO Registrations

B
 FINRA
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590)
1701 LAKE ROBBINS DRIVE, THE WOODLANDS, TX 77380
Registered with this firm since 8/10/2021
B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
1701 LAKE ROBBINS DRIVE, THE WOODLANDS, TX 77380
MAGNOLIA, TX
Registered with this firm since 8/5/2021
Previous Registration(s)
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IA
 10/12/2018 - 07/16/2020 MORGAN STANLEY (CRD#:149777) THE WOODLANDS, TX
B
 10/12/2018 - 07/16/2020 MORGAN STANLEY (CRD#:149777) THE WOODLANDS, TX
IA
 12/06/2017 - 10/25/2018 J.P. MORGAN SECURITIES LLC (CRD#:79) THE WOODLANDS, TX
B
 12/06/2017 - 10/25/2018 J.P. MORGAN SECURITIES LLC (CRD#:79) THE WOODLANDS, TX
IA
 07/01/2016 - 11/29/2017 WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616) THE WOODLANDS, TX
B
 06/10/2016 - 11/29/2017 WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616) THE WOODLANDS, TX
B
 11/04/2014 - 04/28/2016 VALIC FINANCIAL ADVISORS, INC. (CRD#:42803) HOUSTON, TX
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.