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JF

Jerome M. Feldman

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CRD#: 1097978
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.

Jerome Martin Feldman was a registered financial professional .

Jerome is a previously registered financial professional and started their career in finance in 1983. Jerome had worked at 11 firms and has passed the Series 63 and Series 7 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

December 9, 2004 - March 6, 2006

FRANKLIN ROSS, INC.

BD
CRD#: 43610
PRINCETON, NJ
Past

October 5, 2001 - December 31, 2002

BERRY-SHINO SECURITIES, INC.

BD
CRD#: 38098
SCOTTSDALE, AZ
Past

September 17, 1998 - October 3, 2001

WIN CAPITAL CORP.

BD
CRD#: 36172
BAYVILLE, NY
Past

January 22, 1997 - August 28, 1998

FIRST ASSET MANAGEMENT, INC.

BD
CRD#: 17341
GARDEN CITY, NY
Past

August 4, 1993 - January 30, 1997

H.J. MEYERS & CO., INC.

BD
CRD#: 15609
ROCHESTER, NY
Past

July 12, 1990 - August 3, 1993

EMANUEL AND COMPANY

BD
CRD#: 7309
NEW YORK, NY
Past

May 2, 1989 - July 13, 1990

COMMONWEALTH ASSOCIATES

BD
CRD#: 20833
NEW YORK, NY
Past

August 15, 1988 - September 13, 1989

MARKETFIELD SECURITIES LIMITED

BD
CRD#: 7682
Past

January 1, 1988 - July 7, 1988

REICH & CO., INC.

BD
CRD#: 3148
Past

October 7, 1985 - December 10, 1987

EVANS & CO., INC.

BD
CRD#: 268
Past

March 2, 1983 - September 26, 1985

MULLER AND COMPANY, INC.

BD
CRD#: 2841

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: 12/16/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


FR
FRANKLIN ROSS, INC.
FRANKLIN ROSS, INC. | THE FRANKLIN TRUST CORPORATION | NETREACH CAPITAL GROUP, INC.

CRD#: 43610 / SEC#: , 8-50356

BD
Cancelled by SEC on 04/06/2011
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 06/05/1997
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ROSS, MARK GERALD JRSHAREHOLER/RR/EXEC VICE PRES1287721
HORN, CHARLES LEONARDSHAREHOLDER3139046
HERRIDGE, KEVIN KREIGCEO/COO/DOC/PRESIDENT847373
HERRIDGE, SUMMA, FRANKLIN-ROSS, LLCSHAREHOLDER

Disclosures


Regulatory Event7

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


FRANKLIN ROSS, INC.

CRD#: 43610

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