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

Jonathan F. Foster

CURRENT CAPITAL SECURITIES LLC
New York, NY 10022
Some features on this profile are disabled
CRD#: 1688159
JF

Professional summary


Jonathan Frank Foster, who also goes by Jon Foster, is a registered financial professional currently at CURRENT CAPITAL SECURITIES LLC located in New York, New York.

Jonathan is registered as a RR (Registered Representative) and started their career in finance in 1995. Jonathan has worked at 6 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 7, Series 14 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jon Foster

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 Jonathan Frank Foster'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

December 20, 2017 - Present

CURRENT CAPITAL SECURITIES LLC

Office #1: 950 Third Ave - 26th Floor, New York, NY 10022
BD
CRD#: 288891
New York, NY
Past

November 26, 2012 - January 13, 2018

BCW SECURITIES LLC

BD
CRD#: 144930
WESTPORT, CT
Past

March 4, 2010 - January 28, 2013

FCA ADVISORS, INC.

BD
CRD#: 143137
NEW YORK, NY
Past

February 19, 2008 - August 29, 2008

WELLS FARGO SECURITIES, LLC

BD
CRD#: 126292
NEW YORK, NY
Past

May 25, 2001 - March 14, 2002

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

June 13, 1995 - January 19, 2000

LAZARD FRERES & CO. LLC

BD
CRD#: 2528
NEW YORK, NY

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
New York
(2/5/2018)

Exams


State Security Law Exam
RR
Series 63
Date: 1/31/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 24
Date: 11/29/2017
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


CC
CURRENT CAPITAL SECURITIES LLC
CURRENT CAPITAL SECURITIES LLC

CRD#: 288891 / SEC#: , 8-69966

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
950 Third Ave - 26th Floor, New York, NY 10022
Mailing Address
950 Third Ave - 26th Floor, New York, NY 10022
Phone number
(212) 737-3671
Established
Delaware since 04/04/2017
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (3 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#
CURRENT CAPITAL PARTNERS LLCMEMBER
CHIN, PHYLLIS NYUK FAHFINANCIAL AND OPERATIONS PRINCIPAL6250921
FOSTER, JONATHAN FRANKCEO/ MANAGING PARTNER/ CCO1688159

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


CURRENT CAPITAL SECURITIES LLC

CRD#: 288891New York, NY 10022

TRUST BUT VERIFY

Monitor Jonathan Foster

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