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JK

John Kosecoff

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CRD#: 1420370
JK

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.

John Kosecoff, who also goes by John B Kosecoff, John Brian Kosecoff, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 2003. John had worked at 5 firms and has passed the Series 66, SIE, Series 87, Series 86, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


John B Kosecoff | John Brian Kosecoff

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

December 18, 2014 - December 31, 2015

CHRYSALIS CAPITAL GROUP, LLC

BD
CRD#: 138499
SAN FRANCISCO, CA
Past

June 1, 2012 - December 31, 2012

PROTECTED INVESTORS OF AMERICA

BD
CRD#: 6082
SAN FRANCISCO, CA
Past

May 29, 2012 - December 31, 2012

PROTECTED INVESTORS OF AMERICA

RIA
CRD#: 6082
SAN FRANCISCO, CA
Past

January 13, 2012 - November 8, 2012

LEHRER MANAGEMENT CO INC

RIA
CRD#: 107995
CUPERTINO, CA
Past

May 26, 2010 - June 1, 2010

CHRYSALIS CAPITAL GROUP, LLC

BD
CRD#: 138499
SAN FRANCISCO, CA
Past

September 14, 2007 - May 21, 2008

J.P. MORGAN SECURITIES INC.

RIA
CRD#: 18718
SAN ANTONIO, TX
Past

September 13, 2007 - May 21, 2008

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
SAN ANTONIO, TX
Past

September 4, 2003 - December 31, 2006

FUNDAMENTAL INVESTMENT RESEARCH & MANAGEMENT

RIA
CRD#: 127168
KENSINGTON, CA
Past

January 2, 2003 - December 31, 2005

PROTECTED INVESTORS OF AMERICA

BD
CRD#: 6082
SAN FRANCISCO, CA

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
IAR
Series 66
Date: 1/2/2003
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


CC
CHRYSALIS CAPITAL GROUP, LLC
CHRYSALIS CAPITAL GROUP, LLC

CRD#: 138499 / SEC#: , 8-67166

BD
Terminated by SEC on 09/18/2018
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 12/27/2003
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
LANE, CHERYL ANNECCO/CFO/FINOP2085428

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


CHRYSALIS CAPITAL GROUP, LLC

CRD#: 138499

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