Jerry S. Jin
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.
Jerry Shann Jin, who also goes by Jerry Shawn Jin, Wei Shann Jin, was a registered financial professional .
Jerry is a previously registered financial professional and started their career in finance in 1983. Jerry had worked at 9 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
November 22, 2016 - March 28, 2017
BURCH & COMPANY, INC
June 28, 2013 - February 4, 2015
SEQUENCE FINANCIAL SPECIALISTS LLC
May 13, 1994 - May 7, 2013
GOLDEN STREAM SECURITIES, INC.
May 4, 1987 - December 31, 1993
AVANTAX INVESTMENT SERVICES, INC.
July 11, 1986 - May 13, 1987
SOUTHERN CAPITAL INVESTMENTS, INC.
March 26, 1986 - June 3, 1986
MAY & O'CONNOR CAPITAL INC
November 25, 1985 - April 1, 1986
THE ADVISORS GROUP, INC.
April 30, 1985 - November 11, 1985
EMPIRE NATIONAL SECURITIES, INCORPORATED
December 16, 1983 - May 3, 1985
ADVANTAGE CAPITAL CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
BURCH & COMPANY, INC
CRD#: 102280 / SEC#: , 8-52121
Contact information
FINRA licenses (51 States and Territories)
Documents
Disclosures
| Arbitration | 1 |
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.
