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JV

Jon J. Vargo

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CRD#: 1209827
JV

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.

Jon Joseph Vargo, who also goes by Jon Joseph Varso, was a registered financial professional .

Jon is a previously registered financial professional and started their career in finance in 1983. Jon had worked at 6 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jon Joseph Varso

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

September 6, 1989 - May 2, 1990

BARRETT DAY SECURITIES, INC.

BD
CRD#: 17717
Past

October 28, 1988 - May 20, 1989

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

February 5, 1988 - November 17, 1988

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
Past

August 14, 1985 - February 17, 1988

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Past

April 2, 1984 - May 21, 1985

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
Past

November 28, 1983 - March 15, 1984

UNDERHILL ASSOCIATES, INCORPORATED

BD
CRD#: 6999

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: 9/10/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


BD
BARRETT DAY SECURITIES, INC.
BARRETT DAY SECURITIES INC. | PEOPLE'S INVESTMENT SERVICES, INC. | BARRETT DAY SECURITIES, INC.

CRD#: 17717 / SEC#: , 8-35665

BD
Terminated by SEC on 12/03/1995
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Contact information


Main Address
Mailing Address
Phone number
Established
Texas since 02/03/1986
Firm type
Corporation
Fiscal year end
September
# of Employees

Documents


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


BARRETT DAY SECURITIES, INC.

CRD#: 17717

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