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Vice President - Principal Operations Officer · M Holdings Securities, Inc.

Laura Elizabeth Haney-Jackson

CRD 4771801 · Named on Form ADV at one SEC-registered adviser

At a glance

M Holdings Securities, Inc., an SEC-registered broker-dealer firm based in Portland, OR with $3.2 billion in regulatory assets, lists Laura Elizabeth Haney-Jackson on its Form ADV as Vice President - Principal Operations Officer.

Firms and roles

  • M Holdings Securities, Inc.Vice President - Principal Operations OfficerBroker-dealer firm · Portland, OR · $3.2B in regulatory assets

AtlasMembers

Laura’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Laura’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.