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William L. Hudley

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CRD#: 1804457
WH

Professional summary


William Leslie Hudley was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

William is a previously registered financial professional and started their career in finance in 1988. Prior to being barred, William had worked at 3 firms, which includes KENNETH JEROME & CO.INC., A. G. EDWARDS & SONS INC., DAVID LERNER ASSOCIATES INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bill Hudley

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

January 16, 1996 - November 24, 1999

KENNETH, JEROME & CO.,INC.

BD
CRD#: 15541
FLORHAM PK, NJ
Past

September 6, 1991 - November 7, 1995

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO
Past

March 21, 1988 - September 19, 1991

DAVID LERNER ASSOCIATES, INC.

BD
CRD#: 5397
SYOSSET, NY

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: 2/29/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


KJ
KENNETH, JEROME & CO.,INC.
KENNETH, JEROME & CO.,INC.

CRD#: 15541 / SEC#: , 8-32361

BD
Terminated by SEC on 12/25/2023
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 03/05/1984
Firm type
Corporation
Fiscal year end
April
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
KAPLON, ROBERT LEWISPRES-SROP-CROP- FINOP264206
OBRIEN, MARY ELIZABETHSEC/TRES-MP-CCO1070643

Disclosures


Regulatory Event2

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


KENNETH, JEROME & CO.,INC.

CRD#: 15541

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