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JB

Jeffrey A. Baber

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CRD#: 1232485
JB

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.

Jeffrey Allen Baber, who also goes by Jeffrey Allen Baber, Jeffrey Baber, was a registered financial professional .

Jeffrey is a previously registered financial professional and started their career in finance in 1984. Jeffrey had worked at 13 firms and has passed the Series 65, Series 63, Series 79TO, Series 99TO, SIE, Series 7, Series 10, Series 9, Series 14, Series 4, Series 24 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jeffrey Allen Baber | Jeffrey Baber

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.
(1) FINRA NON-PUBLIC ARBITRATOR W/FINRA START 2-2017 8 HRS PER MONTH - ZERO DURING TRADING HRS (2) INSURANCE: INSURANCE AGENT/INSURANCE SALES. (3) SUBSTITUTE TEACHER: 7/1/2020, I WILL WORK ONCE OR TWICE A MONTH FOR OUR LOCAL SCHOOLS. TEACH CHILDREN A PREPARED LESSON FROM THEIR TEACHER. I WILL BE WORKING WITH ESS, THEY PROVIDE LOCAL SCHOOLS WITH SUBSTITUTE TEACHERS. (4) BDA CONSULTING LLC: 11/2020- NEW JERSEY; SOLE-PROPRIETORSHIP/OWNER; I WILL BE USING THIS LLC TO PAYBILLS AND CONSULT THE BD/FIRM ON COMPLIANCE AND SUPERVISION MATTERS. (5) 2) BLACKRIVER MANAGEMENT LTD (DBA): 10/2014: INVESTMENT RELATED, 15 CATTANO AVE, MORRISTOWN NJ 07960, SECURITIES OFFERED THROUGH NEWBRIDGE SECURITIES, REGISTERED REP: START DATE : 2022, 35 HOURS A WEEK DURING TRADING HOURS.

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

July 10, 2019 - April 26, 2023

NFSG CORPORATION

RIA
CRD#: 130814
MORRISTOWN, NJ
Past

June 24, 2019 - April 26, 2023

NEWBRIDGE SECURITIES CORPORATION

BD
CRD#: 104065
MORRISTOWN, NJ
Past

September 4, 2018 - July 2, 2019

FIRST STANDARD FINANCIAL ADVISORY

RIA
CRD#: 172743
Red Bank, NJ
Past

January 2, 2018 - June 7, 2019

FIRST STANDARD FINANCIAL COMPANY LLC

BD
CRD#: 168340
Red Bank, NJ
Past

September 2, 2010 - December 19, 2012

VFINANCE INVESTMENTS, INC

BD
CRD#: 44962
TINTON FALLS, NJ
Past

January 21, 2010 - December 1, 2017

B. RILEY WEALTH ADVISORS, INC.

RIA
CRD#: 115927
TINTON FALLS, NJ
Past

December 21, 2009 - December 1, 2017

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
TINTON FALLS, NJ
Past

August 3, 2006 - December 24, 2009

GUNNALLEN FINANCIAL, INC

RIA
CRD#: 17609
EATONTOWN, NJ
Past

August 12, 2002 - December 24, 2009

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
EATONTOWN, NJ
Past

June 21, 1993 - August 9, 2002

FIRST MONTAUK SECURITIES CORP.

BD
CRD#: 13755
RED BANK, NJ
Past

February 3, 1992 - June 21, 1993

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

April 15, 1991 - February 5, 1992

TUCKER ANTHONY INCORPORATED

BD
CRD#: 837
BOSTON, MA
Past

February 28, 1985 - April 23, 1991

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

August 9, 1984 - February 27, 1985

BEVILL, BRESLER & SCHULMAN INCORPORATED

BD
CRD#: 6971
Past

February 24, 1984 - September 24, 1984

FIRST INTERREGIONAL EQUITY CORP.

BD
CRD#: 7486

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
NC
NFSG CORPORATION
NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | NFSG CORPORATION | NEWBRIDGE FINANCIAL SERVICES, INC.

CRD#: 130814 / SEC#: 801-68448

RIA
Registered Investment Advisory firm - (11/6/2007 Approved)
Arizona
Registered Investment Advisory firm - (11/8/2007 Terminated)
California
Registered Investment Advisory firm - (11/8/2007 Terminated)
Connecticut
Registered Investment Advisory firm - (11/8/2007 Terminated)
Florida
Registered Investment Advisory firm - (12/12/2007 Terminated)
Illinois
Registered Investment Advisory firm - (11/6/2007 Terminated)
Indiana
Registered Investment Advisory firm - (11/8/2007 Terminated)
Nevada
Registered Investment Advisory firm - (12/17/2007 Terminated)
New Jersey
Registered Investment Advisory firm - (11/14/2007 Terminated)
North Carolina
Registered Investment Advisory firm - (11/8/2007 Terminated)
Pennsylvania
Registered Investment Advisory firm - (11/13/2007 Terminated)
Tennessee
Registered Investment Advisory firm - (12/8/2007 Terminated)
Texas
Registered Investment Advisory firm - (11/8/2007 Terminated)
Virginia
Registered Investment Advisory firm - (11/8/2007 Terminated)

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
IAR
Series 65
Date: 12/26/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 10/16/1990
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


NC
NFSG CORPORATION
NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | NFSG CORPORATION | NEWBRIDGE FINANCIAL SERVICES, INC.

CRD#: 130814 / SEC#: 801-68448

RIA
Registered Investment Advisory firm - (11/6/2007 Approved)
Arizona
Registered Investment Advisory firm - (11/8/2007 Terminated)
California
Registered Investment Advisory firm - (11/8/2007 Terminated)
Connecticut
Registered Investment Advisory firm - (11/8/2007 Terminated)
Florida
Registered Investment Advisory firm - (12/12/2007 Terminated)
Illinois
Registered Investment Advisory firm - (11/6/2007 Terminated)
Indiana
Registered Investment Advisory firm - (11/8/2007 Terminated)
Nevada
Registered Investment Advisory firm - (12/17/2007 Terminated)
New Jersey
Registered Investment Advisory firm - (11/14/2007 Terminated)
North Carolina
Registered Investment Advisory firm - (11/8/2007 Terminated)
Pennsylvania
Registered Investment Advisory firm - (11/13/2007 Terminated)
Tennessee
Registered Investment Advisory firm - (12/8/2007 Terminated)
Texas
Registered Investment Advisory firm - (11/8/2007 Terminated)
Virginia
Registered Investment Advisory firm - (11/8/2007 Terminated)
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Contact information


Main Address
1200 North Federal Highway Suite 400, Boca Raton, FL 33432
Mailing Address
Phone number
(954) 334-3450
Established
Firm type
Fiscal year end
# of Employees
89

SEC notice filing (52 States and Territories)


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

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (4/30/2025)

Regulatory assets under management


Total Number of Accounts3,587
AUM (Assets Under Management)$ 813,494,847

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


NFSG CORPORATION

CRD#: 130814

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