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JR

James M. Russen

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CRD#: 1624040
JR

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.

James Martin Russen JR, who also goes by Jim Russen Jr, Jim Russen, was a registered financial professional .

James is a previously registered financial professional and started their career in finance in 1987. James had worked at 10 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jim Russen Jr | Jim Russen

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

July 30, 1991 - November 8, 1991

INVESTORS ASSOCIATES, INC.

BD
CRD#: 958
Past

March 20, 1991 - April 8, 1991

ALLIANCE SECURITIES CORPORATION

BD
CRD#: 15468
Past

March 19, 1991 - August 2, 1991

PAULSON INVESTMENT COMPANY LLC

BD
CRD#: 5670
Past

October 18, 1990 - March 22, 1991

V P SECURITIES, INC.

BD
CRD#: 16615
Past

May 21, 1990 - October 18, 1990

CASTLE SECURITIES CORP.

BD
CRD#: 16077
Past

February 20, 1990 - June 11, 1990

KOCHCAPITAL

BD
CRD#: 21038
Past

November 6, 1989 - February 27, 1990

MADISON CHAPIN ASSOCS., INC.

BD
CRD#: 14483
Past

May 19, 1989 - April 16, 1990

WILLIAM M. CADDEN & CO., INC.

BD
CRD#: 16363
Past

April 19, 1989 - May 13, 1989

U.S. ADVISORS, INC.

BD
CRD#: 10721
Past

April 13, 1989 - April 17, 1989

WILLIAM M. CADDEN & CO., INC.

BD
CRD#: 16363
Past

May 21, 1987 - March 10, 1989

INVESTORS CENTER, INC.

BD
CRD#: 14670

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: 6/11/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


IA
INVESTORS ASSOCIATES, INC.
INVESTORS ASSOCIATES, INC.

CRD#: 958 / SEC#: , 8-15007

BD
Cancelled by SEC on 09/22/1998
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Contact information


Main Address
Mailing Address
Phone number
Established
New Jersey since 06/16/1969
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


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


INVESTORS ASSOCIATES, INC.

CRD#: 958

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