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JC

John J. Conlon

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CRD#: 1486134
JC

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 Joseph Conlon III, who also goes by Jay Conlon, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1986. John had worked at 6 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jay Conlon

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

October 11, 1995 - January 11, 1996

MARKETING ONE SECURITIES, INC.

BD
CRD#: 16611
PORTLAND, OR
Past

March 19, 1992 - October 18, 1995

JOSEPHTHAL & CO., INC.

BD
CRD#: 3227
NEW YORK, NY
Past

September 1, 1989 - September 25, 1989

COBURN & MEREDITH, INC.

BD
CRD#: 164
SIMSBURY, CT
Past

July 21, 1989 - September 19, 1989

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

October 29, 1987 - July 26, 1989

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

September 26, 1986 - November 16, 1987

MOSELEY SECURITIES CORPORATION

BD
CRD#: 7908

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: 4/21/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


MO
MARKETING ONE SECURITIES, INC.
MARKETING ONE SECURITIES, INC.

CRD#: 16611 / SEC#: , 8-34263

BD
Terminated by SEC on 01/22/2000
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 05/28/1985
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
MARKETING ONE, INC.OWNER
ANDRE, LESLIE ELAINEVP / DIRECTOR OF COMPLIANCE712461
BOWER, JOHN CARROLLDIRECTOR1466042
HILLIKER, JAMES RICHARDOPS/SROP/PRINCIPAL/VP874277
MARSH, RONALD STEVENCROP2241694
NIPOTI, PETER EDWARDPRESIDENT / DIRECTOR2462962
SILVERMAN, SCOTTDIRECTOR3265096
TEMPLE, DOUGLAS MFIN OP/VP/TREASURER/ASST. SEC.2682868

Disclosures


Regulatory Event5

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


MARKETING ONE SECURITIES, INC.

CRD#: 16611

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