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MJ

Michael S. Jacobs

THE BENCHMARK COMPANY
New York, NY 10155
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CRD#: 1818665
MJ

Professional summary


Michael Scott Jacobs is a registered financial professional currently at THE BENCHMARK COMPANY, LLC located in New York, New York.

Michael is registered as a RR (Registered Representative) and started their career in finance in 1988. Michael has worked at 13 firms and has passed the Series 66, Series 63, Series 99TO, Series 79TO, SIE, Series 7, Series 27 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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 Michael Scott Jacobs'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

October 10, 2017 - Present

THE BENCHMARK COMPANY, LLC

Office #1: 150 E 58th Street 17th Floor, New York, NY 10155Office #2: 150 E 58th Street 17th Floor, New York, NY 10155
BD
CRD#: 22982
New York, NY
Past

November 14, 2013 - October 10, 2017

AXIOM CAPITAL MANAGEMENT, INC.

BD
CRD#: 26580
NEW YORK, NY
Past

January 16, 2013 - October 25, 2013

BURNHAM SECURITIES INC.

BD
CRD#: 22549
BOCA RATON, FL
Past

April 15, 2011 - January 17, 2013

MEDITERRANEAN SECURITIES GROUP, LLC

BD
CRD#: 153755
BOCA RATON, FL
Past

August 5, 2009 - April 27, 2011

FORGE FINANCIAL GROUP, INC.

BD
CRD#: 100020
BOCA RATON, FL
Past

March 3, 2008 - June 25, 2008

DAWSON JAMES SECURITIES, INC.

BD
CRD#: 130645
BOCA RATON, FL
Past

May 10, 2001 - July 6, 2001

DALTON KENT SECURITIES GROUP, INC.

BD
CRD#: 38813
NEW YORK, NY
Past

March 23, 2000 - August 6, 2001

CERIDIAN BROKER DEALER, INC.

BD
CRD#: 47901
ST PETERSBURG, FL
Past

October 18, 1996 - February 29, 2008

CAPITAL GROWTH FINANCIAL, LLC

BD
CRD#: 41040
BOCA RATON, FL
Past

April 5, 1995 - July 2, 1998

EMERSON BENNETT & ASSOCIATES

BD
CRD#: 36171
FT. LAUDERDALE, FL
Past

June 25, 1993 - March 15, 1995

JOSEPHTHAL & CO., INC.

BD
CRD#: 3227
NEW YORK, NY
Past

September 27, 1990 - June 7, 1993

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
NEW YORK, NY
Past

April 19, 1988 - September 25, 1990

LADENBURG THALMANN & CO. INC.

BD
CRD#: 505
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
Florida
(11/15/2017)
RR
New York
(9/21/2022)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 8/10/2010
Uniform Combined State Law Examination
State Security Law Exam
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
Principal/Supervisory Exam
RR
Series 24
Date: 10/11/1996
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


TB
THE BENCHMARK COMPANY, LLC
BENCHMARK-PELLINORE GROUP, INC. | THE BENCHMARK COMPANY, LLC | THE BENCHMARK COMPANY, INC. | PELLINORE SECURITIES CORP.

CRD#: 22982 / SEC#: , 8-40081

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


Main Address
150 E 58th Street 17th Floor, New York, NY 10155
Mailing Address
150 E 58th Street 17th Floor, New York, NY 10155
Phone number
(212) 312-6700
Established
Delaware since 02/21/2003
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 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#
STONEX GROUP INC.OWNER
HASSON, KIM-MARIECCO/AML COMPLIANCE OFFICER4021977
MESSINA, RICHARDPRESIDENT1361661
SCHIRRIPA, THOMAS NCFO/FINOP/PFO/POO2231180

Disclosures


Regulatory Event17
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


THE BENCHMARK COMPANY, LLC

CRD#: 22982New York, NY 10155

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