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JE

Jonathan S. Eskind

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CRD#: 1278585
JE

Professional summary


Jonathan Scott Eskind was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Jonathan is a previously registered financial professional and started their career in finance in 1986. Prior to being barred, Jonathan had worked at 3 firms, which includes LEHMAN BROTHERS INC., KIDDER PEABODY & CO. INCORPORATED, UBS FINANCIAL SERVICES INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Scott Eskind

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

April 25, 1988 - November 27, 1991

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

October 7, 1987 - January 5, 1988

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
Past

January 23, 1986 - October 12, 1987

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174

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: 1/29/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


LB
LEHMAN BROTHERS INC.
LEHMAN BROTHERS | SHEARSON/AMERICAN EXPRESS INC. | SHEARSON LOEB RHOADES INC. | SHEARSON LEHMAN/AMERICAN EXPRESS INC. | SHEARSON LEHMAN HUTTON INC. | SHEARSON LEHMAN BROTHERS INC. | LEHMAN BROTHERS, INC. | LEHMAN BROTHERS MARKET MAKERS | LEHMAN BROTHERS INC.

CRD#: 7506 / SEC#: , 8-12324

BD
Cancelled by SEC on 12/07/2016
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 01/21/1965
Firm type
Corporation
Fiscal year end
November
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
LEHMAN BROTHERS HOLDINGS INC.SOLE SHAREHOLDER
CLARK, HOWARD LONGSTRETH JRDIRECTOR47587
CRUIKSHANK, THOMAS HENRYDIRECTOR4708135
FREIDHEIM, SCOTT JONCO-CHIEF ADMINISTRATIVE OFFICER1766230
FULD, RICHARD SEVERIN JRDIRECTOR/CHAIRMAN AND CEO215527
LOWITT, IAN THEOCO-CHIEF ADMINISTRATIVE OFFICER4210205
MCDADE III, HERBERT H.PRESIDENT AND CHIEF OPERATING OFFICER1185218
RUSSO, THOMAS ANTHONYCHIEF LEGAL OFFICER3188169

Disclosures


Regulatory Event359
Civil Event1
Arbitration527

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


LEHMAN BROTHERS INC.

CRD#: 7506

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