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JR

John A. Raftery

MOUNTAINSIDE SECURITIES LLC
Summit, NJ 07901
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CRD#: 1041279
JR

Professional summary


John Andrew Raftery is a registered financial professional currently at MOUNTAINSIDE SECURITIES LLC located in Summit, New Jersey.

John is registered as a RR (Registered Representative) and started their career in finance in 1982. John has worked at 10 firms and has passed the Series 63, Series 52TO, SIE, Series 7, Series 52 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 John Andrew Raftery's CRS (Customer Relationship Summary).
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

April 30, 2024 - Present

MOUNTAINSIDE SECURITIES LLC

Office #1: 450 Springfield Avenue Suite 201, Summit, NJ 07901
BD
CRD#: 297949
Summit, NJ
Past

May 3, 2001 - April 29, 2024

EMMET & CO, INC.

BD
CRD#: 15993
FAR HILLS, NJ
Past

March 9, 1993 - May 1, 2001

SAMUEL A. RAMIREZ & COMPANY, INC.

BD
CRD#: 6963
NEW YORK, NY
Past

January 2, 1992 - December 22, 1992

DOUGLAS JAMES SECURITIES, INC.

BD
CRD#: 29492
POMPANO BEACH, FL
Past

August 3, 1989 - March 8, 1993

ASCH-DWYER MUNICIPAL SECURITIES, L.P.

BD
CRD#: 24464
PEAPACK, NJ
Past

September 2, 1988 - July 13, 1989

CLAYTON BROWN & ASSOCIATES, INC.

BD
CRD#: 3664
CHICAGO, IL
Past

January 20, 1988 - August 10, 1988

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
Past

August 22, 1984 - December 16, 1987

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

July 18, 1983 - August 31, 1984

BEVILL, BRESLER & SCHULMAN INCORPORATED

BD
CRD#: 6971
Past

April 27, 1982 - July 19, 1983

HANAUER, STERN & COMPANY,INCORPORATED

BD
CRD#: 7077

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
Delaware
(6/4/2024)
RR
New Jersey
(4/30/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 7/13/1982
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 4/30/2024
Municipal Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


MS
MOUNTAINSIDE SECURITIES LLC
MOUNTAINSIDE SECURITIES LLC

CRD#: 297949 / SEC#: , 8-70157

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


Main Address
450 Springfield Avenue, Suite 201, Summit, NJ 07901
Mailing Address
450 Springfield Avenue, Suite 201, Summit, NJ 07901
Phone number
(908) 277-2500
Established
Delaware since 06/07/2018
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (29 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#
POSNER, RYAN KEITHMANAGING MEMBER1731934
BEATON, DANIEL STEWARTFINANCIAL AND OPERATIONS PRINCIPAL4240769
BROWN, ELIZABETH PARKECHIEF OPERATING OFFICER1850514
CORNELL, MICHAEL HENDERSONCHIEF COMPLIANCE OFFICER2740653

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


MOUNTAINSIDE SECURITIES LLC

CRD#: 297949Summit, NJ 07901

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