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Thorson Rockwell

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CRD#: 1878223
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Thorson Rockwell, who also goes by Jack Rockwell, was a registered financial professional .

Thorson is a previously registered financial professional and started their career in finance in 1988. Thorson had worked at 18 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 3 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jack Rockwell

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

March 28, 2012 - May 6, 2016

BUCKMAN, BUCKMAN & REID, INC.

BD
CRD#: 23407
little silver, NJ
Past

December 19, 2011 - April 5, 2012

OBSIDIAN FINANCIAL GROUP, LLC

BD
CRD#: 104255
NEW YORK, NY
Past

March 23, 2005 - June 17, 2005

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
TAMPA, FL
Past

July 6, 2004 - December 3, 2004

WESTROCK ADVISORS, INC.

BD
CRD#: 114338
NEW YORK, NY
Past

January 2, 2004 - May 21, 2004

CARLTON CAPITAL INC.

BD
CRD#: 42533
NEW YORK, NY
Past

October 10, 2003 - January 2, 2004

PARK CAPITAL SECURITIES, LLC

BD
CRD#: 104206
NEW YORK, NY
Past

December 10, 2002 - August 6, 2003

S.W. BACH & COMPANY

BD
CRD#: 43522
PORT WASHINGTON, NY
Past

October 23, 2002 - January 3, 2003

MAXIM GROUP LLC

BD
CRD#: 120708
NEW YORK, NY
Past

December 7, 2000 - October 23, 2002

HAPOALIM SECURITIES USA, INC.

BD
CRD#: 266
NEW YORK, NY
Past

June 13, 2000 - December 11, 2000

WINDSOR STREET CAPITAL, LP

BD
CRD#: 34171
NEW YORK, NY
Past

January 14, 1998 - June 13, 2000

GKN SECURITIES CORP.

BD
CRD#: 19415
NEW YORK, NY
Past

August 8, 1996 - January 22, 1998

ROAN CAPITAL PARTNERS L.P.

BD
CRD#: 33063
NEW YORK, NY
Past

November 8, 1994 - August 9, 1996

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

June 26, 1992 - November 16, 1994

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

February 20, 1990 - July 15, 1992

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

September 14, 1989 - January 16, 1990

SABLE CAPITAL MARKETS, INC.

BD
CRD#: 19440
Past

March 16, 1989 - August 26, 1989

RODMAN & RENSHAW INC.

BD
CRD#: 724
CHICAGO, IL
Past

November 23, 1988 - December 21, 1988

GRAYSTONE NASH, INC.

BD
CRD#: 10635

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
IAR
Series 65
Date: 8/13/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


BB
BUCKMAN, BUCKMAN & REID, INC.
BUCKMAN, BUCKMAN & REID, INC. | MERCER, BOKERT, BUCKMAN & REID, INC.

CRD#: 23407 / SEC#: , 8-40413

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


Main Address
44 Church St., Little Silver, NJ 07739
Mailing Address
44 Church St., Little Silver, NJ 07739
Phone number
(732) 530-0303
Established
New Jersey since 09/07/1988
Firm type
Corporation
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#
JTC HOLDINGS LLCSHARE HOLDER
GIAKAS, WALLACE MARTINSTOCKHOLDER1068278
LAU, PETER SENSTOCKHOLDER2302677
YANG, ZHAOSHAREHOLDER6077274
ALMERINI, LOUIS ACHILLEFINOP1605183
BUCKMAN, HARRY JOHNCHAIRMAN, RSOP1090909
BUCKMAN, HARRY JOHN JRSR. VICE PRESIDENT2202467
BUCKMAN, MARYSTOCKHOLDER5823239
BUCKMAN, THOMAS PAULSECRETARY2577168
CAMPOLI, JOHNSHAREHOLDER6596748
PANNO, RICHARD ANTHONYCHIEF COMPLIANCE OFFICER724727
SHOICHET, MARK ELLIOTTSTOCKHOLDER2301353

Disclosures


Regulatory Event18
Arbitration4

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


BUCKMAN, BUCKMAN & REID, INC.

CRD#: 23407

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