CJ
CJ

Claire Jackson

20 Years of Experience
Auburn, ME
BrokerSells Insurance

Claire Jackson is a registered investment advisor, based in Auburn, ME, with 20 years of industry experience.

Location

232 Center Street, Auburn, ME, 04212-3160

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Claire works as a sales/service manager at Healey & Associates Inc. since 2013, focusing on insurance and retirement sales and service, and also works as a sales service rep for employee benefits, dedicating about 10-20% of her time to securities trading and sales/service of employer plans.

Employment History
Current Registrations
World Investments, LLCBroker
October 2025 - Present · 7 mos
World Investment Advisors, LLC
November 2018 - Present · 7 yrs 6 mos
Previous Registrations
Pensionmark Securities, LLCBroker
November 2018 - October 2025 · 6 yrs 11 mos
Investment Advisors
August 2013 - June 2018 · 4 yrs 10 mos
Proequities, INC.Broker
July 2013 - June 2018 · 4 yrs 11 mos
Allstate Financial Advisors, LLC
June 2011 - June 2013 · 2 yrs
Allstate Financial Services, LLCBroker
June 2011 - June 2013 · 2 yrs
Ameriprise Financial Services, INC.
November 2009 - May 2011 · 1 yr 6 mos
Ameriprise Financial Services, INC.Broker
November 2009 - May 2011 · 1 yr 6 mos
TD Wealth Management Services INC.
November 2009 - November 2009 · 0 mos
TD Wealth Management Services INC.Broker
November 2009 - November 2009 · 0 mos
Primevest Financial Services, INC.
August 2009 - November 2009 · 3 mos
Bancnorth Investment Group, INC.Broker
July 2005 - November 2009 · 4 yrs 4 mos
State Registrations9 states
AZDCFLMAMDMENHNJVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Claire Jackson - Financial Advisor | TrueAdvisor