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JG

Jay J. Gianni

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CRD#: 2134234
JG

Professional summary


Jay James Gianni was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Jay is a previously registered financial professional and started their career in finance in 1991. Prior to being barred, Jay had worked at 7 firms, which includes FIRST MIDWEST SECURITIES INC., JOHN JAMES INVESTMENTS LTD., NATIONAL PLANNING CORPORATION, CETERA WEALTH SERVICES LLC, IFMG SECURITIES INC., KOBER FINANCIAL CORP., J. W. GANT & ASSOCIATES INC..

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)


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

December 6, 2002 - August 21, 2003

FIRST MIDWEST SECURITIES, INC.

BD
CRD#: 21786
BLOOMINGTON, IL
Past

September 14, 2000 - June 18, 2002

JOHN JAMES INVESTMENTS, LTD.

BD
CRD#: 37672
WILLIAMSVILLE, NY
Past

May 24, 1999 - September 19, 2000

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
LOS ANGELES, CA
Past

August 28, 1994 - May 14, 1999

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA
Past

May 11, 1992 - June 2, 1994

IFMG SECURITIES, INC.

BD
CRD#: 14416
PURCHASE, NY
Past

August 6, 1991 - May 19, 1992

KOBER FINANCIAL CORP.

BD
CRD#: 17551
ENGLEWOOD, CO
Past

June 17, 1991 - August 6, 1991

J. W. GANT & ASSOCIATES, INC.

BD
CRD#: 7963

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: 6/13/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


FM
FIRST MIDWEST SECURITIES, INC.
ABLESTRONG SECURITIES, INC. | FMSI ADVISERS | FIRST MIDWEST SECURITIES, INC.

CRD#: 21786 / SEC#: 801-67749, 8-38139

BD
Cancelled by SEC on 09/28/2017
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Contact information


Main Address
Mailing Address
Phone number
Established
Wisconsin since 03/02/1987
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

FMSI BROCHURE 20141111 (3/26/2015)

Direct owners and executive officers


NamePositionCRD#
THE INVESTMENT CO., INC.HOLDING CORP.
CROSSON, GORDON SCOTTRIA CCO/AML CO1068512
LINNA, JAMESCHAIRMAN/CEO0252013/MUNI PRINCIPAL 11/2014733321
SUTTON, KELLYOPERATIONS PRINCIPAL/VP/COO/ROSFP-OPTIONS MANAGER/CCO2033974
TRACTENBERG, ELIZABETH MARIEFINOP4577334

Disclosures


Regulatory Event9
Arbitration3

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


FIRST MIDWEST SECURITIES, INC.

CRD#: 21786

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