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WJ

William O. Jenks

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CRD#: 1257367
WJ

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.

William Olney Jenks was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 1984. William had worked at 6 firms and has passed the Series 63, Series 7, Series 5 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

May 29, 2012 - January 10, 2019

BLUESHIFT RESEARCH LLC

RIA
CRD#: 159417
NEEDHAM, MA
Past

May 24, 2006 - January 5, 2010

OTR GLOBAL TRADING LLC

BD
CRD#: 138116
BOSTON, MA
Past

May 6, 2003 - January 5, 2010

OTR GLOBAL LLC

RIA
CRD#: 123809
SAN FRANCISCO, CA
Past

March 14, 1997 - December 31, 2008

OTA LLC

BD
CRD#: 25816
BOSTON, MA
Past

December 17, 1990 - February 11, 1997

AUTRANET, LLC

BD
CRD#: 8192
JERSEY CITY, NJ
Past

June 25, 1984 - June 18, 1986

FAM DISTRIBUTORS, INC.

BD
CRD#: 4100

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: 2/15/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 5
Date: 4/26/1985
Interest Rate Options Examination
General Industry/Product Exam

Current Firm


BR
BLUESHIFT RESEARCH LLC
BLUESHIFT RESEARCH LLC

CRD#: 159417 / SEC#:

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Contact information


Main Address
75 Second Avenue Suite 605, Needham, MA 02492
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


BLUESHIFT RESEARCH LLC

CRD#: 159417

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