Jacob Feldman
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.
Jacob Feldman was a registered financial professional .
Jacob is a previously registered financial professional and started their career in finance in 1963. Jacob had worked at 15 firms .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 18, 2004 - April 20, 2004
REVERE SECURITIES LLC
March 18, 2004 - October 18, 2004
BASIS FINANCIAL, LLC
August 21, 2000 - November 22, 2004
THE TRUMAN GROUP INC
March 20, 1995 - June 8, 2000
YOUR DISCOUNT BROKER, INC.
August 17, 1993 - February 28, 1995
JASON MACKENZIE SECURITIES, INC.
December 23, 1992 - June 1, 1993
PORTFOLIO ASSET MGT/USA FINANCIAL GROUP INC.
July 18, 1991 - December 23, 1992
USA FINANCIAL GROUP, INC.
November 14, 1989 - January 24, 1990
NG SECURITIES, CORP.
May 5, 1989 - October 31, 1989
JASON MACKENZIE SECURITIES, INC.
March 21, 1989 - July 9, 1991
FISCL SECURITIES, INC.
February 21, 1989 - March 7, 1989
SSI SECURITIES CORP.
January 4, 1984 - August 26, 1986
STONEBRIDGE SECURITIES,LTD.
March 5, 1973 - February 22, 1989
FIRST HERITAGE CORPORATION
December 6, 1972 - February 10, 1973
AMERIPRISE ADVISOR SERVICES, INC.
May 7, 1970 - November 27, 1972
INVESTOR SERVICES GENERAL CORPORATION
February 21, 1963 - February 21, 1973
ASHTON YOUNG, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
REVERE SECURITIES LLC
CRD#: 14178 / SEC#: , 8-30511
Contact information
FINRA licenses (53 States and Territories)
Disclosures
| Regulatory Event | 14 |
| Arbitration | 3 |
Red Flags
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