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JZ

Jeffrey Zolkin

STOUT CAPITAL
Los Angeles, CA 90067
Some features on this profile are disabled
CRD#: 1708658
JZ

Professional summary

Jeffrey Zolkin, who also goes by Jeff Zolkin, Jeffrey Scott Zolkin, is a registered financial professional currently at STOUT CAPITAL, LLC located in Los Angeles, California.

Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 1993. Jeffrey has worked at 10 firms and has passed the Series 63, Series 79TO, SIE, Series 31, Series 7, Series 3 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jeff Zolkin | Jeffrey Scott Zolkin

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 Jeffrey Zolkin's 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

September 22, 2021 - Present

STOUT CAPITAL, LLC

Office #1: 10100 Santa Monica Blvd. Suite 1050, Los Angeles, CA 90067
BD
CRD#: 127302
Los Angeles, CA
Past

October 15, 2020 - March 3, 2022

GLOBAL DIGITAL MARKETS

BD
CRD#: 298720
Los Angeles, CA
Past

August 10, 2016 - April 18, 2019

WILLIAM BLAIR

BD
CRD#: 1252
LOS ANGELES, CA
Past

October 1, 2010 - August 1, 2016

IMPERIAL CAPITAL, LLC

BD
CRD#: 43744
LOS ANGELES, CA
Past

April 22, 2008 - October 14, 2010

GLOBAL HUNTER SECURITIES, LLC

BD
CRD#: 123003
NEWPORT BEACH, CA
Past

February 25, 2004 - April 9, 2008

JEFFERIES LLC

BD
CRD#: 2347
LOS ANGELES, CA
Past

July 2, 2002 - September 9, 2002

HOULIHAN LOKEY CAPITAL, INC.

BD
CRD#: 17708
LOS ANGELES, CA
Past

April 17, 1999 - November 15, 2000

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY
Past

March 31, 1995 - June 17, 1997

GREAT WESTERN FINANCIAL SECURITIES CORPORATION

BD
CRD#: 14229
NORTHRIDGE, CA
Past

November 16, 1993 - March 23, 1995

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, 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
Arkansas
(6/3/2024)
RR
California
(9/22/2021)
RR
Illinois
(9/22/2021)
RR
Kentucky
(4/9/2024)
RR
Maine
(4/5/2024)
RR
Michigan
(9/22/2021)
RR
Mississippi
(4/9/2024)
RR
New York
(9/22/2021)
RR
Ohio
(3/9/2022)
RR
Oklahoma
(4/9/2024)
RR
Pennsylvania
(8/29/2022)
RR
Texas
(9/22/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 11/18/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 11/24/1993
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 11/15/1993
General Securities Representative Examination
General Industry/Product Exam
RR
Series 3
Date: 7/2/1987
National Commodity Futures Examination
Principal/Supervisory Exam
RR
Series 24
Date: 11/2/2009
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

SC
STOUT CAPITAL, LLC
STOUT CAPITAL, LLC | STOUT RISIUS ROSS ADVISORS, LLC

CRD#: 127302 / SEC#: , 8-65979

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

Main Address
150 West Second Street Suite 400, Royal Oak, MI 48067
Mailing Address
150 West Second Street Suite 400, Royal Oak, MI 48067
Phone number
(248) 208-8800
Established
Michigan since 05/15/2003
Firm type
Limited Liability Company
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (38 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
STOUT RISIUS ROSS, LLC100% OWNER OF STOUT CAPITAL, LLC
BARRESE, PAUL JOSEPHCHIEF COMPLIANCE OFFICER5131266
MANNING, KEVIN SCEO & PRESIDENT4700945
THIES, RYAN DAVIDFINOP5766932

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

STOUT CAPITAL, LLC

CRD#: 127302Los Angeles, CA 90067

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