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JG

Jack E. Gordon

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CRD#: 1218412
JG

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.

Jack Earl Gordon was a registered financial professional .

Jack is a previously registered financial professional and started their career in finance in 1984. Jack had worked at 14 firms and has passed the Series 63 and Series 6 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

December 5, 2005 - January 4, 2013

TRUSTMONT FINANCIAL GROUP, INC.

BD
CRD#: 18312
OSCODA, MI
Past

March 29, 2005 - October 3, 2005

BROADSTONE SECURITIES

BD
CRD#: 101600
ALBANY, NY
Past

March 9, 2004 - February 17, 2005

W. H. COLSON SECURITIES, INC.

BD
CRD#: 117789
GREENVILLE, NC
Past

August 22, 2002 - December 31, 2003

INVESTORS CAPITAL CORP.

BD
CRD#: 30613
LYNNFIELD, MA
Past

January 23, 2002 - February 25, 2002

NORTHEAST SECURITIES, LLC

BD
CRD#: 25996
MITCHELFIELD, NY
Past

November 21, 2000 - August 30, 2002

LOCUST STREET SECURITIES, INC.

BD
CRD#: 1703
DES MOINES, IA
Past

October 30, 2000 - November 6, 2000

C. J. M. PLANNING CORP.

BD
CRD#: 5698
POMPTON LAKES, NJ
Past

March 2, 2000 - September 25, 2000

QUESTAR CAPITAL CORPORATION

BD
CRD#: 43100
MINNEAPOLIS, MN
Past

June 9, 1997 - February 14, 2000

SIGMA FINANCIAL CORPORATION

BD
CRD#: 14303
ANN ARBOR, MI
Past

February 6, 1997 - May 28, 1997

SII INVESTMENTS, INC.

BD
CRD#: 2225
APPLETON, WI
Past

May 21, 1996 - December 20, 1996

SII INVESTMENTS, INC.

BD
CRD#: 2225
APPLETON, WI
Past

January 14, 1994 - April 1, 1996

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE
Past

June 3, 1992 - January 4, 1994

OSAIC WEALTH, INC.

BD
CRD#: 23131
JERSEY CITY, NJ
Past

December 4, 1984 - April 8, 1992

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

December 4, 1984 - April 8, 1992

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY

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: 12/18/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


TF
TRUSTMONT FINANCIAL GROUP, INC.
THE CODRICK FINANCIAL GROUP, INC. | TRUSTMONT FINANCIAL GROUP, INC. DBA TFG | TRUSTMONT FINANCIAL GROUP, INC. | TRUSTMARK FINANCIAL GROUP, INC.

CRD#: 18312 / SEC#: , 8-36439

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


Main Address
Scenic Drive Professional Center 200 Brush Run Road, Suite A, Greensburg, PA 15601
Mailing Address
Scenic Drive Professional Center 200 Brush Run Road, Suite A, Greensburg, PA 15601
Phone number
(724) 468-5665
Established
Pennsylvania since 06/16/1986
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
DOCHINEZ, LACEY MOWNER5809867
DOCHINEZ, PETER DANIELOWNER6314091
ABBOTT DECAROLIS, LAURA JEANOWNER/REGISTERED REPRESENTATIVE1523919
DOCHINEZ, CLAUDIA ANNOWNER
DOCHINEZ, PETER DANIELOWNER1062112
GIONTA, PAUL VOWNER
HEBERT, GEORGE PHILLIPOWNER2309032
HLADEK, ANTHONY CHARLESPRESIDENT, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATION OFFICER2700432
PETRUCCI, MARY LOUISEOWNER/REGISTERED REPRESENTATIVE2980671
AULT, JAMES DANIELOWNER1439447
BARZAK, DONALD JOHNOWNER1856590
HIXENBAUGH, MARY LYNNECHIEF COMPLIANCE OFFICER5623080

Disclosures


Regulatory Event3
Arbitration1

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


TRUSTMONT FINANCIAL GROUP, INC.

CRD#: 18312

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