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JS

Jesse B. Shelmire

STONEGATE CAPITAL MARKETS
Dallas, TX 75201
Some features on this profile are disabled
CRD#: 1008550
JS

Professional summary

Jesse Bedford Shelmire IV is a registered financial professional currently at STONEGATE CAPITAL MARKETS, INC. located in Dallas, Texas.

Jesse is registered as a RR (Registered Representative) and started their career in finance in 1982. Jesse has worked at 9 firms and has passed the Series 63, Series 79TO, Series 99TO, SIE, Series 3, Series 7, Series 24 and Series 53 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jesse Bedford Shelmire IV's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 23, 1999 - Present

STONEGATE CAPITAL MARKETS, INC.

Office #1: 500 Crescent Court Suite 370, Dallas, TX 75201Office #2: 500 Crescent Court Suite 370, Dallas, TX 75201
BD
CRD#: 6376
Dallas, TX
Past

February 20, 1996 - May 28, 1999

FIRST LONDON SECURITIES CORPORATION

BD
CRD#: 29709
DALLAS, TX
Past

April 18, 1995 - February 20, 1996

CENTEX SECURITIES, INCORPORATED

BD
CRD#: 18493
LA JOLLA, CA
Past

November 29, 1993 - April 3, 1995

DILLON - GAGE SECURITIES, INC.

BD
CRD#: 10821
ADDISON, TX
Past

August 22, 1989 - December 22, 1993

STONEGATE CAPITAL MARKETS, INC.

BD
CRD#: 6376
DALLAS, TX
Past

May 29, 1987 - April 6, 1989

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
Past

August 4, 1986 - April 21, 1987

JEFFERIES LLC

BD
CRD#: 2347
Past

November 13, 1985 - November 25, 1985

WESTGROVE SECURITIES, INC.

BD
CRD#: 15755
Past

October 28, 1985 - January 7, 1986

FIRST CAMBRIDGE COMPANY

BD
CRD#: 16419
Past

April 11, 1985 - October 3, 1985

PEREGRINE SECURITIES CORPORATION

BD
CRD#: 15562
Past

January 4, 1982 - February 8, 1985

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New York
(6/23/1999)
RR
Texas
(6/24/1999)

Exams

State Security Law Exam
RR
Series 63
Date: 2/9/1982
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 8/14/1986
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 1/16/1982
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/16/1999
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 53
Date: 9/1/1992
Municipal Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

SC
STONEGATE CAPITAL MARKETS, INC.
SRG CAPITAL PARTNERS, LLC | STONEGATE SECURITIES, INC. | STONEGATE CAPITAL PARTNERS, INC. | STONEGATE CAPITAL MARKETS, INC.

CRD#: 6376 / SEC#: , 8-17359

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information

Main Address
500 Crescent Court Suite 370, Dallas, TX 75201
Mailing Address
500 Crescent Court Suite 370, Dallas, TX 75201
Phone number
(214) 987-4121
Established
Texas since 10/16/1972
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (22 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
GRIFFITH SHELMIRE PARTNERS, INC.SHAREHOLDER
AMREIN, ZACHARY MCDONALDCCO/FINOP/CFO/PFO/POO7263467
GRIFFITH, SCOTT RANDYNPRESIDENT873111
SHELMIRE, JESSE BEDFORD IVSECRETARY, TREASURER1008550

Disclosures

Regulatory Event2

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

STONEGATE CAPITAL MARKETS, INC.

CRD#: 6376Dallas, TX 75201

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