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PJ

Pamela M. Jaderlund

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CRD#: 1258926
PJ

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.

Pamela Margaret Jaderlund, who also goes by Pamela Margaret Doerpeck, Pamela Margaret Fisher, Pamela Margaret Miller, Pamel Margaret Overdeck, Pamela Margaret Overpeck, was a registered financial professional .

Pamela is a previously registered financial professional and started their career in finance in 1985. Pamela had worked at 6 firms and has passed the Series 63, Series 99TO, Series 52TO, SIE, Series 7 and Series 53 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Pamela Margaret Doerpeck | Pamela Margaret Fisher | Pamela Margaret Miller | Pamel Margaret Overdeck | Pamela Margaret Overpeck

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

November 3, 2014 - April 22, 2024

R.W. SMITH & ASSOCIATES, LLC

BD
CRD#: 16605
Santa Fe, NM
Past

May 12, 1993 - April 10, 2015

ASSOCIATED BOND BROKERS, INC.

BD
CRD#: 32114
DALLAS, TX
Past

January 7, 1992 - May 25, 1993

ACS MUNICIPAL BROKERS, INC.

BD
CRD#: 26504
Past

June 29, 1990 - October 18, 1991

R.W. SMITH & ASSOCIATES, LLC

BD
CRD#: 16605
JERSEY CITY, NJ
Past

May 24, 1990 - June 22, 1990

ROWE & COMPANY, INC.

BD
CRD#: 7723
DALLAS, TX
Past

December 15, 1989 - April 12, 1990

SALYN SECURITIES, INCORPORATED

BD
CRD#: 2122
NEW YORK, NY
Past

November 8, 1988 - November 6, 1989

R.W. SMITH & ASSOCIATES, LLC

BD
CRD#: 16605
JERSEY CITY, NJ
Past

November 20, 1985 - November 5, 1988

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323

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: 12/19/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


RS
R.W. SMITH & ASSOCIATES, LLC
R.W. SMITH & ASSOCIATES, INC. | R.W. SMITH & ASSOCIATES, LLC

CRD#: 16605 / SEC#: , 8-34240

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


Main Address
111 Town Square Place Ste 1500, Jersey City, NJ 07310
Mailing Address
111 Town Square Place Ste 1500, Jersey City, NJ 07310
Phone number
(201) 716-5150
Established
New Jersey since 05/12/2014
Firm type
Limited Liability Company
Fiscal year end
April
Firm Size
Small
# of Employees

FINRA licenses (6 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
TOWN SQUARE HOLDING, LLCMANAGING MEMBER
FERRERI, CHRISTOPHER CHARLESPRESIDENT1677406
GEORGE, MICHAEL THEODOREFINOP1265239
PURPORA, RONALD ANTHONYDIRECTOR1665726
RASMUSSEN, DENIEN LYNNCOO, CCO1008607
SMITH, EDWARD JOHNOWNER4161601

Disclosures


Regulatory Event1

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


R.W. SMITH & ASSOCIATES, LLC

CRD#: 16605

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