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JZ

Jeffrey K. Zwitter

Some features on this profile are disabled
CRD#: 1061726
JZ

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.

Jeffrey Ken Zwitter was a registered financial professional .

Jeffrey is a previously registered financial professional and started their career in finance in 1982. Jeffrey had worked at 8 firms and has passed the Series 63, Series 7 and Series 24 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)

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

September 29, 1999 - December 21, 1999

EMERSON BENNETT & ASSOCIATES

BD
CRD#: 36171
FT. LAUDERDALE, FL
Past

October 10, 1994 - September 9, 1997

JWGENESIS SECURITIES, INC.

BD
CRD#: 33832
BOCA RATON, FL
Past

February 9, 1994 - October 27, 1994

D. BLECH & COMPANY, INCORPORATED

BD
CRD#: 26063
NEW YORK, NY
Past

July 20, 1992 - January 14, 1994

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
ST. LOUIS, MO
Past

January 2, 1987 - July 8, 1992

J. W. GANT & ASSOCIATES, INC.

BD
CRD#: 7963
Past

August 10, 1984 - January 2, 1987

MICHELIN AND COMPANY, INC.

BD
CRD#: 14447
Past

April 6, 1984 - August 29, 1984

THE STUART-JAMES COMPANY, INCORPORATED

BD
CRD#: 11691
Past

August 26, 1982 - April 5, 1984

CHARTER SECURITIES CORPORATION

BD
CRD#: 7062

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: 9/1/1982
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 8/21/1982
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/4/1986
General Securities Principal Examination

Current Firm

EB
EMERSON BENNETT & ASSOCIATES
CAPITAL GROWTH INTERNATIONAL L.L.C. | U.S. SACHEM FINANCIAL CONSULTANTS | SACHEM FINANCIAL CONSULTANTS, LTD. | EMERSON BENNETT & ASSOCIATES, LLC | EMERSON BENNETT & ASSOCIATES, INC. | EMERSON BENNETT & ASSOCIATES

CRD#: 36171 / SEC#: , 8-47116

BD
Terminated by SEC on 04/05/2002
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Contact information

Main Address
Mailing Address
Phone number
Established
Florida since 04/29/1998
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents

Direct owners and executive officers

NamePositionCRD#
VAMA HOLDING CORPORATIONOWNER
MARTIN, BRENTLEY CHADPRESIDENT/CEO/CFO2320760

Disclosures

Regulatory Event1
Arbitration4

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

EMERSON BENNETT & ASSOCIATES

CRD#: 36171

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