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JT

Jay F. Thomas

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CRD#: 1184921
JT

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.

Jay Ferguson Thomas was a registered financial professional .

Jay is a previously registered financial professional and started their career in finance in 1988. Jay had worked at 4 firms and has passed the Series 6 and Series 27 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

January 16, 2009 - October 20, 2015

BMO CAPITAL MARKETS GKST INC.

BD
CRD#: 8352
CHICAGO, IL
Past

February 27, 2004 - January 29, 2009

BMO CAPITAL MARKETS CORP.

BD
CRD#: 16686
CHICAGO, IL
Past

June 1, 1988 - February 12, 1990

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
Past

June 1, 1988 - February 12, 1990

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251

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


General Industry/Product Exam
RR
Series 6
Date: 5/31/1988
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam

Current Firm


BC
BMO CAPITAL MARKETS GKST INC.
BMO CAPITAL MARKETS GKST INC. | GRIFFIN, KUBIK, STEPHENS & THOMPSON, INC.

CRD#: 8352 / SEC#: , 8-25091

BD
Terminated by SEC on 01/03/2016
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 07/16/1980
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
PIPER JAFFRAY & CO.100% SHAREHOLDER665
CARTER, TIMOTHY LEEDIRECTOR AND TREASURER2676342
MCCAGUE, ANNCHARLOTTEDIRECTOR AND CHIEF COMPLIANCE OFFICER

Disclosures


Regulatory Event5

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


BMO CAPITAL MARKETS GKST INC.

CRD#: 8352

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