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JE

John W. Ezell

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CRD#: 1424817
JE

Professional summary


John Wayne Ezell was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

John is a previously registered financial professional and started their career in finance in 1985. Prior to being barred, John had worked at 5 firms, which includes JOSEPHTHAL & CO. INC., PROSPERA FINANCIAL SERVICES INC., J.P. MORGAN SECURITIES LLC, PRINCIPAL FINANCIAL SECURITIESINC., FIRM ONE SECURITIES INCORPORATED.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


John W Exell | John W Ezell

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 9, 1998 - October 8, 2001

JOSEPHTHAL & CO., INC.

BD
CRD#: 3227
NEW YORK, NY
Past

February 26, 1993 - December 15, 1998

PROSPERA FINANCIAL SERVICES, INC.

BD
CRD#: 10740
DALLAS, TX
Past

June 22, 1990 - February 16, 1993

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

June 11, 1987 - July 9, 1990

PRINCIPAL FINANCIAL SECURITIES,INC.

BD
CRD#: 260
DALLAS, TX
Past

November 1, 1985 - June 22, 1987

FIRM ONE SECURITIES, INCORPORATED

BD
CRD#: 13531

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: 10/25/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


J&
JOSEPHTHAL & CO., INC.
JOSEPHTHAL & CO INC | ROSENKRANTZ, EHRENKRANTZ, LYON & ROSS INCORPORATED | ROSENKRANTZ LYON & ROSS INCORPORATED | JOSEPHTHAL LYON & ROSS INCORPORATED | JOSEPHTHAL & CO., INC.

CRD#: 3227 / SEC#: , 8-5651

BD
Terminated by SEC on 06/24/2002
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 06/20/1956
Firm type
Corporation
Fiscal year end
March
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
JOSEPHTHAL CAPITAL GROUP, INC.PARENT
AGOSTA, SALVATORE FRANKCHIEF FINANCIAL OFFICER1253738
FICHTNER, HENRY ARTHURNATIONAL MANAGER-RETAIL DIVISION-VICE PRESIDENT1327009
FITZGERALD, PAUL HENRYCEO - CHAIRMAN - PRESIDENT - CHIEF OPERATING OFFICER - DIRECTOR812775
HURLEY, KEVIN BRADYCOMPLIANCE DIRECTOR1293748
KRONENBERG, DAVID HIRSCHCHIEF ADMINISTRATIVE OFFICER1799665
MATYCKAS, EDWARD STANLEYCROP/SROP1405961
MCCABE, DONALD GERARDGENERAL COUNSEL - REGULATION & LITIGATION - ASSISTANT SECRETARY1367480
MCNAMARA, DENNIS PATRICKGENERAL COUNSEL - CORPORATE-VICE PRESIDENT2938486

Disclosures


Regulatory Event32
Arbitration12

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


JOSEPHTHAL & CO., INC.

CRD#: 3227

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