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JB

Jeffrey L. Balash

COMSTOCK PARTNERS, L.L.C.
Los Angeles, CA 90077-1813
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CRD#: 1404297
JB

Professional summary


Jeffrey Linke Balash is a registered financial professional currently at COMSTOCK PARTNERS, L.L.C. located in Los Angeles, California.

Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 1988. Jeffrey has worked at 5 firms and has passed the Series 63, Series 79TO, Series 99TO, SIE, Series 7, Series 14 and Series 24 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 Jeffrey Linke Balash's 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

June 21, 1996 - Present

COMSTOCK PARTNERS, L.L.C.

Office #1: 2408 Roscomare Road, Los Angeles, CA 90077-1813Office #2: 5003 Rubio Avenue, Los Angeles, CA 91436-1122
BD
CRD#: 37544
Los Angeles, CA
Past

November 27, 1995 - December 18, 1997

F. M. ROBERTS & COMPANY, INC.

BD
CRD#: 10095
LOS ANGELES, CA
Past

March 25, 1992 - November 20, 1992

ANTHEM PARTNERS, L.P.

BD
CRD#: 29846
Past

January 15, 1992 - February 26, 1992

SANWA DUVAL L.P.

BD
CRD#: 29042
Past

October 19, 1988 - November 18, 1989

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: 1/17/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


CP
COMSTOCK PARTNERS, L.L.C.
COMSTOCK PARTNERS, L.L.C.

CRD#: 37544 / SEC#: , 8-47802

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


Main Address
5003 Rubio Avenue, Los Angeles, CA 91436-1122
Mailing Address
5003 Rubio Avenue, Los Angeles, CA 91436-1122
Phone number
(310) 486-6550
Established
Nevada since 05/15/1998
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)


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Documents


Direct owners and executive officers


NamePositionCRD#
BALASH, JEFFREY LINKETRUSTEE, CCO1404297
BELVEDERE PARTNERS, INC.CHAIRMAN

Disclosures


Regulatory Event1

Red Flags


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Company Information


COMSTOCK PARTNERS, L.L.C.

CRD#: 37544Los Angeles, CA 90077-1813

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