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JW

John R. Whalen

R. SEELAUS & CO.
Chatham, NJ 07928
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CRD#: 1671148
JW

Professional summary


John Robert Whalen, who also goes by Jack Whalen, is a registered financial professional currently at R. SEELAUS & CO., LLC located in Chatham, New Jersey.

John is registered as a RR (Registered Representative) and started their career in finance in 1987. John has worked at 11 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jack Whalen

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 John Robert Whalen'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

January 3, 2023 - Present

R. SEELAUS & CO., LLC

Office #1: 26 Main Street Suite 300, Chatham, NJ 07928
BD
CRD#: 14974
Chatham, NJ
Past

July 1, 2020 - January 3, 2023

BUCKLER SECURITIES LLC

BD
CRD#: 284576
Greenwich, CT
Past

August 4, 2016 - June 29, 2020

SEAPORT GLOBAL SECURITIES LLC

BD
CRD#: 116270
NEW YORK, NY
Past

November 4, 2009 - June 29, 2016

CRT CAPITAL GROUP LLC

BD
CRD#: 28830
STAMFORD, CT
Past

April 15, 2009 - November 4, 2009

NAVIGATE ADVISORS

BD
CRD#: 128143
STAMFORD, CT
Past

April 4, 1995 - April 3, 2009

NATWEST MARKETS SECURITIES INC.

BD
CRD#: 11707
GREENWICH, CT
Past

September 30, 1993 - April 3, 1995

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
NEW YORK, NY
Past

August 20, 1993 - September 30, 1993

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
BOSTON, MA
Past

May 22, 1990 - July 7, 1993

CRT GOVERNMENT SECURITIES, LTD.

BD
CRD#: 19774
Past

December 6, 1989 - March 13, 1990

DREXEL BURNHAM LAMBERT GOVERNMENT SECURITIES INC.

BD
CRD#: 19727
Past

December 22, 1987 - March 13, 1990

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323

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
Connecticut
(1/3/2023)
RR
Florida
(1/3/2023)
RR
Illinois
(1/3/2023)
RR
Massachusetts
(1/3/2023)
RR
New Jersey
(1/3/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 2/9/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


RS
R. SEELAUS & CO., LLC
R. SEELAUS & CO., INC. | RSC ASSET MANAGEMENT LLC. | RSC ASSET MANAGEMENT LLC | R. SEELAUS & CO.,INC. | R. SEELAUS & CO., LLC

CRD#: 14974 / SEC#: 801-68283, 8-31475

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information


Main Address
26 Main Street Suite 300, Chatham, NJ 07928
Mailing Address
26 Main Street Suite 300, Chatham, NJ 07928
Phone number
(908) 273-3011
Established
Delaware since 06/27/2018
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# 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)Latest Form ADV

Part 2 Brochures

Direct owners and executive officers


NamePositionCRD#
SEELAUS HOLDINGS LLCOWNER/MEMBER
BRUCIA, JAMES BENEDETTOCO-HEAD OF ORIGINATION AND SYNDICATE, MANAGING DIRECTOR1281247
GRAVES, LESLIE ANNCO HEAD OF ORIGINATION AND SYNDICATE, MANAGING DIRECTOR1411769
MITNICK, ANNELIESE NMNCHIEF EXECUTIVE OFFICER (CEO)4862821
MOLCHAN, MAYYA NMNCHIEF FINANCIAL OFFICER (CFO), FINANCIAL AND OPERATIONS PRINCIPAL ( FINOP)5865025
MURRAY III, ALBERT QUENTINHEAD OF SALES AND TRADING, MUNICIPAL PRINCIPAL (MP)1032639
PAJDAK, KAROLINA NMNCHIEF COMPLIANCE OFFICER (CCO)4491899
SEELAUS, BENJAMIN PATRICKCHIEF OPERATING OFFICER (COO), REGISTERED OPTIONS AND SECURITY FUTURES PRINCIPAL (ROSFP)4621898
SEELAUS, RICHARD PAULCHAIRMAN,500660

Disclosures


Regulatory Event12

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


R. SEELAUS & CO., LLC

CRD#: 14974Chatham, NJ 07928

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