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John S. Sagan

FIRST BROKERS SECURITIES LLC
JERSEY CITY, NJ 07311
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CRD#: 1287982
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Professional summary


John Steven Sagan is a registered financial professional currently at FIRST BROKERS SECURITIES LLC located in Jersey City, New Jersey.

John is registered as a RR (Registered Representative) and started their career in finance in 1988. John has worked at 5 firms and has passed the Series 63, Series 57TO, SIE, Series 55 and Series 7 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) - BD


Click below to view John Steven Sagan's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

May 14, 2013 - Present

FIRST BROKERS SECURITIES LLC

Office #1: Harborside 5 185 Hudson Street, Suite 1500, Jersey City, NJ 07311
BD
CRD#: 27369
JERSEY CITY, NJ
Past

January 3, 2011 - April 15, 2013

TULLETT PREBON FINANCIAL SERVICES LLC

BD
CRD#: 28196
NEW YORK, NY
Past

August 1, 2000 - January 18, 2011

NEWEDGE USA, LLC

BD
CRD#: 36118
NEW YORK, NY
Past

July 1, 1998 - August 1, 2000

COWEN AND COMPANY

BD
CRD#: 7616
NEW YORK, NY
Past

August 25, 1988 - July 1, 1998

FINANCIAL SQUARE PARTNERS

BD
CRD#: 1541
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New Jersey
(5/14/2013)
RR
New York
(5/14/2013)

Exams


State Security Law Exam
RR
Series 63
Date: 11/3/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 11/8/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


FB
FIRST BROKERS SECURITIES LLC
FIRST BROKERS SECURITIES LLC | JUPITER SECURITIES, A DIVISION OF FIRST BROKERS SECURITIES LLC | FIRST BROKERS SECURITIES, INC.

CRD#: 27369 / SEC#: , 8-43035

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


Main Address
Harborside 5 185 Hudson Street, Suite 1500, Jersey City, NJ 07311
Mailing Address
Harborside 5 185 Hudson Street, Suite 1500, Jersey City, NJ 07311
Phone number
(212) 513-4444
Established
Delaware since 11/19/2003
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (7 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#
AO-FIRST BROKERS, LLCMEMBER
ICAP GLOBAL BROKING INC.MEMBER
BERNARDO, SHAWN FRANCISDIRECTOR2513376
DOWER, ROBERT HAROLDDIRECTOR, CFO1540678
GURKOVIC, CHRISTOPHER EMERICKCOO/CCO2978797
OKEEFE, ANDREW JOHNDIRECTOR, PRESIDENT AND CEO1042045
SOLDIVIERO, LUCIANO MICHAELDIRECTOR2487532

Disclosures


Regulatory Event3

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


FIRST BROKERS SECURITIES LLC

CRD#: 27369Jersey City, NJ 07311

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