Carissa Jackson

CRD 3046696 · J.P. Morgan Securities LLC · Ponte Vedra Beach, FL

IA RegisteredBroker

Also appears in the source record as: Carissa Marielle Jackson; Carissa M. Tessmann; Carissa Marielle Tessmann

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): SIESeries 7Series 6Series 66Series 63
Registered states (53): Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 25
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: J.P. Morgan Securities LLC
Firm CRD: 79
SEC number: 801-3702
Assets under management: $429.7B as of Jun 30, 2026
Website: wealthpartners.jpmorgan.com ↗
Phone: 800-999-2000
Firm location: New York, NY, 10017

Employment history (13)

From the source registration record · current first

J.P. Morgan Securities LLCCurrent
Ponte Vedra Beach, FL · IA capacity

start not retrieved → present
J.P. Morgan Securities LLCCurrent
Ponte Vedra Beach, FL · BC capacity

start not retrieved → present
Truist Advisory Services, Inc.
Ponte Verda Beach, FL · IA capacity

Feb 2, 2022 → Dec 16, 2024
Truist Investment Services, Inc.
Ponte Vedra Beach, FL · BC capacity

Nov 17, 2021 → Dec 16, 2024
Brighthouse Securities, LLC
Charlotte, NC · BC capacity

Oct 24, 2018 → Nov 4, 2021
Axa Distributors, LLC
Charlotte, NC · BC capacity

Jan 26, 2015 → Nov 7, 2016
Wells Fargo Advisors, LLC
Charlotte, NC · BC capacity

Nov 15, 2007 → Jan 7, 2015
Allianz Life Financial Services, LLC
Minneapolis, MN · BC capacity

Apr 9, 2003 → Jun 1, 2007
Edward Jones
St. Louis, MO · BC capacity

Apr 16, 2002 → Mar 28, 2003
Lord Abbett Distributor LLC
Jersey City, NJ · BC capacity

Feb 16, 2000 → Jul 18, 2000
Ids Life Insurance Company
Minneapolis, MN · BC capacity

Mar 3, 1999 → Jan 11, 2000
American Express Financial Advisors Inc.
Minneapolis, MN · BC capacity

Mar 3, 1999 → Jan 11, 2000
Mony Securities Corporation
New York, NY · BC capacity

May 14, 1998 → Apr 1, 1999

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 3046696 ↗ FINRA BrokerCheck record for CRD 3046696 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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