Individual Firm
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
Jackson Volle
Jackson T Volle
CRD#: 6664433
IA
B
MORGAN STANLEYCRD#: 149777 1250 Prospect Street
Suites 202 & B23
La Jolla, CA 92037
Suites 202 & B23
La Jolla, CA 92037
0
Disclosures
7
Years of Experience
View By:
State Registrations
B
Alabama 10/17/2022
B
Nebraska 9/13/2019
B
Arizona 9/13/2019
B
Nevada 9/13/2019
B
California 9/13/2019
B
New Hampshire 9/13/2019
IA
California 9/16/2019
B
New Jersey 9/13/2019
B
Colorado 9/13/2019
B
New Mexico 9/13/2019
B
Connecticut 9/13/2019
B
New York 9/13/2019
B
Delaware 9/13/2019
B
North Carolina 9/13/2019
B
District of Columbia 9/13/2019
B
Ohio 9/13/2019
B
Florida 9/13/2019
B
Oklahoma 10/17/2022
B
Georgia 9/13/2019
B
Oregon 9/13/2019
B
Hawaii 9/13/2019
B
Pennsylvania 1/8/2020
B
Idaho 9/13/2019
B
South Carolina 9/13/2019
B
Illinois 9/13/2019
B
South Dakota 9/13/2019
B
Kansas 5/12/2022
B
Tennessee 5/11/2023
B
Kentucky 9/13/2019
B
Texas 9/13/2019
B
Louisiana 9/13/2019
IA
Texas 4/23/2020
B
Maryland 10/17/2022
B
Utah 9/13/2019
B
Massachusetts 9/13/2019
B
Virginia 9/13/2019
B
Michigan 9/13/2019
B
Washington 9/13/2019
B
Minnesota 9/13/2019
B
Wisconsin 10/17/2022
B
Missouri 9/13/2019
B
Wyoming 9/13/2019
B
Montana 9/13/2019
SRO Registrations
B
B
B
B
View Exams Passed by the individual in the detailed report
Learn about permitted activities of registered representatives
Learn about permitted activities of registered principals
IA
Registered with this firm since 9/16/2019
B
Registered with this firm since 9/13/2019
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 12/20/2017 - 09/16/2019 | LA JOLLA, CA | |
B | 10/03/2017 - 09/16/2019 | LA JOLLA, CA |
For additional information about investment advisers or broker-dealers, please visit
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 can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.