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JG

Juliette S. Gleason

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CRD#: 1648485
JG

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.

Juliette Suzanne Gleason, who also goes by Juliette S V Gleason, Juliette Suzanne Valem Gleason, was a registered financial professional .

Juliette is a previously registered financial professional and started their career in finance in 1996. Juliette had worked at 10 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Juliette S V Gleason | Juliette Suzanne Valem Gleason

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

September 12, 2007 - December 3, 2007

AARON CAPITAL INCORPORATED

BD
CRD#: 28583
COLUMBUS, GA
Past

September 16, 2002 - January 3, 2006

WESTERN INTERNATIONAL SECURITIES, INC.

BD
CRD#: 39262
ORANGE, CA
Past

July 6, 2000 - October 29, 2002

CALIFORNIA FINANCIAL NETWORK, INC.

BD
CRD#: 103702
BAKERSFIELD, CA
Past

April 10, 2000 - June 26, 2000

INTERFIRST CAPITAL CORPORATION

BD
CRD#: 7659
LOS ANGELES, CA
Past

January 12, 2000 - April 10, 2000

SAN CLEMENTE SECURITIES, INC.

BD
CRD#: 21895
SAN CLEMENTE, CA
Past

August 12, 1998 - November 19, 1999

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ
Past

July 14, 1997 - June 25, 1998

WAMU INVESTMENTS, INC.

BD
CRD#: 599
IRVINE, CA
Past

March 5, 1997 - July 14, 1997

ASB FINANCIAL SERVICES

BD
CRD#: 24280
IRVINE, CA
Past

October 21, 1996 - March 5, 1997

FIMCO SECURITIES GROUP, INC.

BD
CRD#: 30343
PORT WASHINGTON, WI
Past

March 20, 1996 - October 3, 1996

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ

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
IAR
Series 65
Date: 5/1/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


AC
AARON CAPITAL INCORPORATED
AARON CAPITAL INCORPORATED | AARON CAPITAL, INCORPORATED

CRD#: 28583 / SEC#: , 8-44000

BD
Terminated by SEC on 09/30/2022
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Contact information


Main Address
2244 Faraday, Carlsbad, CA 92008
Mailing Address
Phone number
Established
Texas since 10/12/1989
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
WOLFE, DAVID SANFORDCHAIRMAN/CEO/CCO1019315
CARTER, ANA RCFO/FINOP4424794

Disclosures


Regulatory Event5
Arbitration1

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


AARON CAPITAL INCORPORATED

CRD#: 28583

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