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JR

John A. Ray

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CRD#: 1252935
JR

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.

John Arthur Ray, who also goes by John Arthur Ray III, Jr Ray III, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1984. John had worked at 15 firms and has passed the Series 63, SIE, Series 55 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


John Arthur Ray Iii | Jr Ray Iii

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

March 3, 2016 - January 3, 2017

JONESTRADING

BD
CRD#: 6888
Lake Mary, FL
Past

September 17, 2014 - March 29, 2016

NOBLE CAPITAL MARKETS, INC.

BD
CRD#: 15768
BOCA RATON, FL
Past

November 25, 2013 - July 25, 2014

H.C.WAINWRIGHT & CO., LLC

BD
CRD#: 375
NEW YORK, NY
Past

November 29, 2012 - November 18, 2013

MLV & CO. LLC

BD
CRD#: 150959
HOUSTON, TX
Past

February 16, 2011 - November 6, 2012

MLV & CO. LLC

BD
CRD#: 150959
DENVER, CO
Past

June 27, 2008 - February 3, 2011

WM SMITH & CO.

BD
CRD#: 30777
DENVER, CO
Past

March 15, 2007 - June 20, 2008

HUDSON SECURITIES,INC.

BD
CRD#: 10467
JERSEY CITY, NJ
Past

December 21, 2005 - April 19, 2006

DOMESTIC SECURITIES, INC.

BD
CRD#: 34721
MONTVALE, NJ
Past

October 26, 2004 - May 9, 2005

GUZMAN & COMPANY

BD
CRD#: 21013
CORAL GABLES, FL
Past

April 28, 2004 - October 14, 2004

TD AMERITRADE, INC.

BD
CRD#: 7870
OMAHA, NE
Past

January 2, 2003 - April 25, 2003

LAVAFLOW, INC.

BD
CRD#: 120444
NEW YORK, NY
Past

August 15, 2002 - January 13, 2003

NEXTRADE

BD
CRD#: 41087
CLEARWATER, FL
Past

August 28, 1997 - April 16, 2002

KNIGHT CAPITAL AMERICAS, L.P.

BD
CRD#: 38599
JERSEY CITY, NJ
Past

February 1, 1997 - July 18, 1997

HUDSON SECURITIES,INC.

BD
CRD#: 10467
JERSEY CITY, NJ
Past

January 13, 1989 - January 30, 1997

HERZOG, HEINE, GEDULD, LLC

BD
CRD#: 2186
NEW YORK, NY
Past

February 2, 1988 - February 12, 1988

UBS CAPITAL MARKETS L.P.

BD
CRD#: 2692
Past

December 18, 1984 - June 6, 1988

DEUTSCHE IXE, LLC

BD
CRD#: 7172

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: 6/9/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 2/7/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam

Current Firm


JO
JONESTRADING
JONES & ASSOCIATES, INC. | JONESTRADING INSTITUTIONAL SERVICES LLC | JONESTRADING | JONES INSTITUTIONAL TRADING SERVICES, INC.

CRD#: 6888 / SEC#: , 8-26089

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


Main Address
555 Saint Charles Drive Suite #200, Thousand Oaks, CA 91360
Mailing Address
555 Saint Charles Drive, Thousand Oaks, CA 91360
Phone number
(818) 991-5500
Established
Delaware since 08/15/2001
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 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#
JONES & ASSOCIATES, INC.HOLDING COMPANY
BELL, JEREMY DAVIDCCO4498676
CHMIELEWSKI, STEVEN ANDREWDIRECTOR2066307
COHEN, SHLOMODIRECTOR2877188
COOK, BURKE MCCLAINCORPORATE SECRETARY / LEGAL COUNSEL4863190
HILL, ALAN FINBARCEO / DIRECTOR5182098
KIRSCH, WILLIAM TANNERDIRECTOR5428522
LEVEEN, JEFFREY EARLE JRDIRECTOR2919172
MICSKY, JEFFREY ADIRECTOR4820920
ONEIL, TIMOTHY DAWSONEXECUTIVE CHAIRMAN2355507
TESORO, ANTHONY JAMESDIRECTOR
TESORO, PHILLIP JAMESDIRECTOR2009378
WONG, JEFFREY RYANFINANCIAL AND OPERATIONS PRINCIPAL4428807

Disclosures


Regulatory Event9

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


JONESTRADING

CRD#: 6888

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