JG

Jonathan B. Greif

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CRD#: 2099365
JG

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.

Jonathan Bennett Greif, who also goes by Jon Greif, was a registered financial professional .

Jonathan is a previously registered financial professional and started their career in finance in 1992. Jonathan had worked at 3 firms and has passed the SIE and Series 6 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jon Greif

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.

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

June 21, 2002 - December 31, 2015

PSA EQUITIES, INC.

BD
CRD#: 15676
HUNT VALLEY, MD
Past

December 13, 2000 - July 19, 2002

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA
Past

July 16, 1999 - December 8, 2000

BERKSHIRE EQUITY SALES, INC.

BD
CRD#: 87
PITTSFIELD, MA
Past

November 3, 1992 - March 16, 1999

BERKSHIRE EQUITY SALES, INC.

BD
CRD#: 87
PITTSFIELD, MA

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


General Industry/Product Exam
General Industry/Product Exam

Current Firm


PE
PSA EQUITIES, INC.
PSA EQUITIES, INC. | PSA SECURITIES, INC.

CRD#: 15676 / SEC#: , 8-32052

BD
Terminated by SEC on 09/24/2016
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Contact information


Main Address
Mailing Address
Phone number
Established
Maryland since 05/01/1984
Firm type
Corporation
Fiscal year end
April
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
PSA FINANCIAL, INCOWNER
BOWLING, KRISTINE ANNFINOP/CONTROLLER5646600
TEETS, DONNA MARIAPRESIDENT, CHIEF COMPLIANCE OFFICER1102117

Disclosures


Regulatory Event4

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


PSA EQUITIES, INC.

CRD#: 15676

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