AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
JF

Jesse P. Fisher

Some features on this profile are disabled
CRD#: 1026397
JF

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jesse Powell Fisher SR, who also goes by Jesse Powell Fisher, was a registered financial professional .

Jesse is a previously registered financial professional and started their career in finance in 1982. Jesse had worked at 6 firms and has passed the Series 63, Series 7 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jesse Powell Fisher

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

October 25, 2002 - July 9, 2004

INTERCOASTAL CAPITAL MARKETS, INC.

BD
CRD#: 83
BOCA RATON, FL
Past

January 22, 2001 - May 1, 2002

J.J.B. HILLIARD, W.L. LYONS, LLC

BD
CRD#: 453
LOUISVILLE, KY
Past

October 1, 1999 - January 26, 2001

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

September 11, 1998 - October 1, 1999

FIRST UNION CAPITAL MARKETS CORP.

BD
CRD#: 6124
CHARLOTTE, NC
Past

December 11, 1989 - September 22, 1998

J.C. BRADFORD & CO.

BD
CRD#: 1287
NEW YORK, NY
Past

January 22, 1982 - December 22, 1989

WACHOVIA SECURITIES, INC.

BD
CRD#: 431
CHARLOTTE, NC

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 1/26/1982
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 8
Date: 8/1/1986
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


INTERCOASTAL CAPITAL MARKETS, INC.
INTERCOASTAL CAPITAL MARKETS, INC.
BELLAMAH, NEUHAUSER & BARRETT, INC. | INTERCOASTAL CAPITAL MARKETS, INC. (ICM) | INTERCOASTAL CAPITAL MARKETS, INC.

CRD#: 83 / SEC#: , 8-9698

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
200 East Palmetto Park Road Suite 108, Boca Raton, FL 33432
Mailing Address
200 East Palmetto Park Road Suite 108, Boca Raton, FL 33432
Phone number
(561) 939-8282
Established
District of Columbia since 07/26/1960
Firm type
Corporation
Fiscal year end
May
Firm Size
Small
# of Employees

FINRA licenses (38 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
TRIFECTA GROUP HOLDINGS LLCOWNER
BIRD, CARL DAVID JR.CHIEF EXECUTIVE OFFICER4482416
ROGERS, JOHN WILLIAM JRPRESIDENT, CHIEF COMPLIANCE OFFICER2424004
SINGER, STEVEN FREDERICCHIEF FINANCIAL OFFICER, COO, FINOP2360737

Disclosures


Regulatory Event9
Arbitration2
Bond1

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


INTERCOASTAL CAPITAL MARKETS, INC.

INTERCOASTAL CAPITAL MARKETS, INC.

CRD#: 83

TRUST BUT VERIFY

Monitor Jesse Fisher

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics