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JB

Jeffry P. Brown

FDX CAPITAL LLC
New York, NY 10022
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CRD#: 1093374
JB

Professional summary


Jeffry Paul Brown is a registered financial professional currently at FDX CAPITAL LLC located in New York, New York.

Jeffry is registered as a RR (Registered Representative) and started their career in finance in 1983. Jeffry has worked at 9 firms and has passed the Series 65, Series 63, Series 79TO, SIE, Series 3, Series 16, 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) - BD


Click below to view Jeffry Paul Brown'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

October 3, 2016 - Present

FDX CAPITAL LLC

Office #1: 515 Madison Avenue 24th Floor, New York, NY 10022
BD
CRD#: 119302
New York, NY
Past

October 6, 2016 - October 28, 2016

EASTERLY FUNDS LLC

RIA
CRD#: 281785
Old Brookville, NY
Past

May 23, 2011 - October 4, 2016

NEUBERGER BERMAN BD LLC

RIA
CRD#: 2908
NEW YORK, NY
Past

March 15, 2011 - October 4, 2016

NEUBERGER BERMAN BD LLC

BD
CRD#: 2908
NEW YORK, NY
Past

February 2, 2009 - October 20, 2010

SEACAP SECURITIES LLC

BD
CRD#: 133994
NEW YORK, NY
Past

January 1, 2000 - September 17, 2008

BEAR STEARNS ASSET MANAGEMENT INC.

RIA
CRD#: 113359
NEW YORK, NY
Past

July 27, 1999 - July 11, 2008

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

May 3, 1985 - July 23, 1999

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY
Past

April 8, 1983 - April 22, 1985

WERTHEIM & CO.

BD
CRD#: 3745
Past

March 1, 1983 - April 11, 1983

WARBURG PARIBAS BECKER INCORPORATED

BD
CRD#: 6742

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
(10/3/2016)

Exams


State Security Law Exam
IAR
Series 65
Date: 10/9/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 3
Date: 11/20/1995
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 16
Date: 3/19/1990
NYSE Supervisory Analyst Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/31/2005
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


FC
FDX CAPITAL LLC
DOUGLAS FINANCIAL LLC | FDX CAPITAL LLC

CRD#: 119302 / SEC#: , 8-65170

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


Main Address
515 Madison Avenue 24th Floor, New York, NY, 10022
Mailing Address
515 Madison Avenue 24th Floor, New York, NY, 10022
Phone number
(888) 814-8180
Established
New Jersey since 10/10/2001
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
JAMES ALPHA HOLDINGS, LLCMANAGING MEMBER
GREENE, KEVIN ROBERTCEO1295699
MONTAGUE, MICHAELOPERATIONS OFFICER5121305
PREVEZA, DOUGLAS JOHNCHIEF COMPLIANCE OFFICER2692333
SMITH, ELIZABETH ANNEFINOP/PRINCIPAL FINANCIAL OFFICER1960549

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


FDX CAPITAL LLC

CRD#: 119302New York, NY 10022

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