AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
LT

Lynne Theurer

CANACCORD GENUITY LLC
NEW YORK, NY 10119
Some features on this profile are disabled
CRD#: 1608623
LT

Professional summary


Lynne Theurer, who also goes by Lynne P Jaycobs, Lynne Patricia Jaycobs, Lynne Jaycobs Theurer, is a registered financial professional currently at CANACCORD GENUITY LLC located in New York, New York.

Lynne is registered as a RR (Registered Representative) and started their career in finance in 1987. Lynne has worked at 10 firms and has passed the Series 63, SIE, Series 7, Series 10, Series 9, Series 8 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Lynne P Jaycobs | Lynne Patricia Jaycobs | Lynne Jaycobs Theurer

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 Lynne Theurer'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

April 26, 2011 - Present

CANACCORD GENUITY LLC

Office #1: One Pennsylvania Plaza Suite 2900, New York, NY 10119
BD
CRD#: 1020
NEW YORK, NY
Past

March 26, 2012 - September 27, 2012

CANACCORD GENUITY SECURITIES LLC

BD
CRD#: 24790
NEW YORK, NY
Past

March 2, 2009 - May 2, 2011

WEDBUSH SECURITIES INC.

BD
CRD#: 877
NEW YORK, NY
Past

August 22, 2007 - July 8, 2009

PACIFIC GROWTH EQUITIES, LLC

BD
CRD#: 24835
NEW YORK, NY
Past

August 31, 2000 - June 18, 2007

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

August 23, 1996 - August 18, 2000

ABN AMRO SECURITIES LLC

BD
CRD#: 6540
NEW YORK, NY
Past

September 6, 1990 - June 4, 1996

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

February 23, 1989 - August 30, 1990

BLACKFORD SECURITIES CORP.

BD
CRD#: 20954
GARDEN CITY, NY
Past

February 17, 1988 - February 3, 1989

GLEACHER & COMPANY SECURITIES, INC.

BD
CRD#: 298
Past

January 21, 1987 - February 11, 1988

E. F. HUTTON & COMPANY INC

BD
CRD#: 235

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
California
(4/26/2011)
RR
Connecticut
(4/26/2011)
RR
Georgia
(1/17/2020)
RR
Illinois
(4/26/2011)
RR
Massachusetts
(4/26/2011)
RR
New Jersey
(9/7/2017)
RR
New York
(4/26/2011)
RR
North Carolina
(1/22/2025)
RR
Ohio
(1/17/2020)

Exams


State Security Law Exam
RR
Series 63
Date: 1/30/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 7/7/1999
General Securities Sales Supervisor Examination (Options Module & General Module)
Principal/Supervisory Exam
SRO Registrations
RR
Cboe BYX Exchange, Inc.
SRO Registrations
RR
Cboe BZX Exchange, Inc.
SRO Registrations
RR
Cboe EDGA Exchange, Inc.
SRO Registrations
RR
Cboe EDGX Exchange, Inc.
SRO Registrations
RR
FINRA
SRO Registrations
RR
Investors' Exchange LLC
SRO Registrations
RR
NYSE Arca, Inc.
SRO Registrations
RR
Nasdaq ISE, LLC
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


CG
CANACCORD GENUITY LLC
ADAMS HARKNESS, INC. | CANACCORD GENUITY LLC. | CANACCORD GENUITY LLC | CANACCORD GENUITY INC. | CANACCORD ADAMS INC. | ADAMS, HARKNESS & HILL, INC.

CRD#: 1020 / SEC#: , 8-3271

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
One Pennsylvania Plaza Suite 2900, New York, NY 10119
Mailing Address
1 Post Office Square, Boston, MA 02109
Phone number
(212) 389-8000
Established
Delaware since 02/26/2004
Firm type
Limited Liability Company
Fiscal year end
March
Firm Size
Medium
# of Employees

FINRA licenses (52 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#
CANACCORD ADAMS (DELAWARE) INC.PARENT
ANDERSON, SCOTT WINFREECHIEF COMPLIANCE OFFICER5800524
BARLOW, JEFFREY GRIFFINCHIEF EXECUTIVE OFFICER, PRESIDENT, EXECUTIVE DIRECTOR2277052
DAVIAU, DANIEL JOSEPHNON- EXECUTIVE DIRECTOR6096472
MACFAYDEN, DONALD DUNCANEXECUTIVE DIRECTOR, CFO & FINANCIAL & OPERATIONS PRINCIPAL5390198
PARDI SQUITIERI, JENNIFER ELLENEXECUTIVE DIRECTOR4922719
PROUD, EMILY PRESSMANCHIEF OPERATING OFFICER5815542
TEIPNER, LARISSA KYLEUS GENERAL COUNSEL

Disclosures


Regulatory Event45
Bond1

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


CANACCORD GENUITY LLC

CRD#: 1020New York, NY 10119

TRUST BUT VERIFY

Monitor Lynne Theurer

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Peter Faulkner Kettle
Peter KettleAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Brooklyn, NY
Richard Gaspare Dragotta
Richard DragottaAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Paramus, NJ
Diane E Finnerty
Diane FinnertyAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
New York, NY
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics