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JP

John F. Powers

NATALLIANCE SECURITIES
Austin, TX 78746
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CRD#: 1179620
JP

Professional summary


John Frederick Powers, who also goes by Jack Powers, is a registered financial professional currently at NATALLIANCE SECURITIES, LLC located in Austin, Texas.

John is registered as a RR (Registered Representative) and started their career in finance in 1983. John has worked at 19 firms and has passed the Series 63, Series 7TO, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jack Powers

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 Frederick Powers'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

August 18, 2016 - Present

NATALLIANCE SECURITIES, LLC

Office #1: 3101 Bee Cave Rd Suite 270, Austin, TX 78746
BD
CRD#: 39455
Austin, TX
Past

January 8, 2014 - November 13, 2014

APB FINANCIAL GROUP, LLC

BD
CRD#: 38235
NEW YORK, NY
Past

September 23, 2011 - January 20, 2012

STONEX FINANCIAL INC.

BD
CRD#: 45993
NEW YORK, NY
Past

April 15, 2009 - July 8, 2009

COMMERZ MARKETS LLC

BD
CRD#: 41957
NEW YORK, NY
Past

July 17, 2007 - October 2, 2009

COMMERZBANK CAPITAL MARKETS CORP.

BD
CRD#: 21787
NEW YORK, NY
Past

February 20, 2007 - June 4, 2007

THE ULTIMA GLOBAL MARKETS (USA), INC.

BD
CRD#: 47895
NEW YORK, NY
Past

February 14, 2006 - October 30, 2006

NUMIS SECURITIES LLC

BD
CRD#: 128471
NEW YORK, NY
Past

October 12, 2005 - January 30, 2006

HALPERN CAPITAL, INC.

BD
CRD#: 119895
JERSEY CITY, NJ
Past

May 24, 2005 - September 23, 2005

JOSEPH GUNNAR & CO. LLC

BD
CRD#: 24795
UNIONDALE, NY
Past

December 2, 2003 - May 24, 2005

WESTROCK ADVISORS, INC.

BD
CRD#: 114338
NEW YORK, NY
Past

May 14, 2001 - December 20, 2001

ABN AMRO SECURITIES LLC

BD
CRD#: 6540
NEW YORK, NY
Past

August 12, 1996 - December 20, 2001

ABN AMRO INCORPORATED

BD
CRD#: 15776
STAMFORD, CT
Past

March 17, 1993 - August 6, 1996

CREDIT AGRICOLE SECURITIES (USA) INC.

BD
CRD#: 190
NEW YORK, NY
Past

July 30, 1991 - October 5, 1992

FIRST UNION CAPITAL MARKETS CORP.

BD
CRD#: 6124
CHARLOTTE, NC
Past

May 27, 1988 - July 12, 1989

KEEFE, BRUYETTE & WOODS, INC.

BD
CRD#: 481
Past

April 3, 1987 - November 27, 1987

RAUSCHER PIERCE REFSNES, INC.

BD
CRD#: 6663
Past

October 2, 1986 - January 10, 1987

KLEINWORT BENSON NORTH AMERICA INC.

BD
CRD#: 5087
Past

July 10, 1985 - October 21, 1986

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
Past

August 24, 1983 - July 18, 1985

ADVEST, INC.

BD
CRD#: 10

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
Iowa
(1/13/2020)
RR
New York
(8/24/2016)

Exams


State Security Law Exam
RR
Series 63
Date: 1/12/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


NS
NATALLIANCE SECURITIES, LLC
NATALLIANCE INVESTMENT BANKING | SINEX SECURITIES, LLC. | NATIONAL ALLIANCE SECURITIES, LLC | NATIONAL ALLIANCE SECURITIES CORPORATION | NATIONAL ALLIANCE CAPITAL, LLC | NATALLIANCE SECURITIES, LLC | NATALLIANCE SECURITIES

CRD#: 39455 / SEC#: , 8-48723

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


Main Address
3101 Bee Cave Rd Suite 800, Austin, TX 78701
Mailing Address
3101 Bee Cave Rd Suite 270, Austin, TX 78746
Phone number
(512) 609-1700
Established
Delaware since 12/31/2012
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (46 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
NATALLIANCE HOLDING COMPANY LLCOWNER
ADAMS, JASONBOARD MEMBER2690575
BRENNER, ANDREW SCOTTBOARD MEMBER1227535
BUSH, FRED COSTONCFO/COO3075024
CARREON, MICHELLE ELLISCCO4861485
GIORDANO, MICHAEL JAMESBOARD MEMBER5942248
HENDRICKSON, GEORGE ALEXANDER BROWNBOARD MEMBER2382347
LIEPMAN, JOHN FRANCISBOARD MEMBER2037298
LOERCH, SAMUEL JAMESBOARD MEMBER1195328
SALTER, MARK MYLESBOARD MEMBER/CEO/PRESIDENT1180139
TAYLOR, BRADFORD STEPHENBOARD MEMBER5751455

Disclosures


Regulatory Event8

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


NATALLIANCE SECURITIES, LLC

CRD#: 39455Austin, TX 78746

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