Jeffrey C. Town
Professional summary
Jeffrey Clinton Town, who also goes by Jeffrey Town, is a registered financial professional currently at FORESIDE FUND SERVICES, LLC located in Portland, Maine.
Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 1984. Jeffrey has worked at 9 firms and has passed the Series 63, Series 65, Series 6TO, SIE, Series 22, Series 3, Series 30 and Series 39 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jeffrey Clinton Town's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 14, 2023 - Present
FORESIDE FUND SERVICES, LLC
Office #1: 190 Middle Street Suite 301, Portland, ME 04101April 1, 2019 - December 31, 2021
FIRST DOMINION CAPITAL CORP.
February 2, 2015 - April 27, 2019
RULE ONE PARTNERS, LLC
February 25, 2013 - February 28, 2014
TRANSAMERICA FINANCIAL ADVISORS, LLC
September 23, 1999 - July 31, 2001
U.S. SECURITIES & FUTURES CORP.
April 18, 1986 - March 13, 1990
COINBASE CAPITAL MARKETS CORP
February 22, 1986 - April 30, 1987
SHELL EQUITIES CORPORATION
January 27, 1986 - March 21, 1986
PROPERTY COMPANY OF AMERICA SECURITIES CORP.
January 4, 1984 - January 31, 1986
C.K. COOPER & COMPANY, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(12/20/2024)
(1/9/2024)
(11/14/2023)
Exams
Series 6TO
Date: 4/1/2019
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
FORESIDE FUND SERVICES, LLC
CRD#: 46106 / SEC#: , 8-51293
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FORESIDE DISTRIBUTORS, LLC | SOLE MEMBER | |
| COWAN, TERESA MARIA KAZMIERSKI | PRES/MANAGER/DIRECTOR | 1544189 |
| EDELMAN, GABRIEL | SECRETARY | 6654419 |
| LA FOND, SUSAN LORENE | TREASURER | 4512785 |
| LANZA, CHRISTOPHER CONTE | VICE PRESIDENT | 2184856 |
| MACCHIA, KATE SCHENDEL | VICE PRESIDENT | 4863973 |
| SOMMERS, WESTON | CFO/FINOP | 5290145 |
| STROUT, ALICIA KIMBERLY | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | 6320351 |
Red Flags
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Company Information
FORESIDE FUND SERVICES, LLC
CRD#: 46106Portland, ME 04101TRUST BUT VERIFY
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