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Tracy Lynn Bilyeu

JWTT
HAZLET, NJ
·CRD# 2161245·28 years experience

Professional Summary

Tracy Lynn Bilyeu, who also goes by Tracy Lynn Radcliffe, is a registered financial advisor currently at JWTT, LLC located in Hazlet, New Jersey. Tracy is registered as a RR (Registered Representative) and started their career in finance in 1998. Tracy has worked at 3 firms and has passed the Series 63, Series 57TO, Series 99TO, SIE, Series 55 and Series 7 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Tracy Lynn Radcliffe

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

28 years in the financial services industry

Current & Past Employments

JWTT, LLC·CRD# 299410
BD
1. 12 Crown Plaza Suite 201-a, Hazlet, NJ 077302. 12 Crown Plaza Suite 201-a, Hazlet, NJ 07730
August 23, 2019 - Present
WEDBUSH SECURITIES INC.·CRD# 877
BD
Portland, OR
October 9, 2014 - August 26, 2019
MCADAMS WRIGHT RAGEN, INC.·CRD# 45899
BD
Portland, OR
August 15, 2007 - September 26, 2014
WEDBUSH SECURITIES INC.·CRD# 877
BD
Lake Oswego, OR
October 2, 1998 - August 20, 2007

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Current Firm

JL
JWTT, LLC

JWTT INC. | JWTT, LLC

CRD#: 299410 / SEC#: 8-70242
BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)

Contact Information

Main Address

12 Crown Plaza Suite 201-a, Hazlet, NJ 07730

Mailing Address

12 Crown Plaza Suite 201-a, Hazlet, NJ 07730

Phone Number

(971) 323-0700

Established

Delaware since 05/01/2026

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (45 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
PAULSON CAPITAL HOLDING COMPANY, LLCOWNER—
CLARK, CHRISTOPHER STEVENDIRECTOR1952666
INGRASSIA, ALBERTCEO2420276
PARIGIAN, THOMAS STEWARTDIRECTOR1398840
SETTEDUCATI, ROBERT JOSEPHDIRECTOR1352722
SORRENTINO, RICHARD ANTHONYCHIEF COMPLIANCE OFFICER430898
WINKS, MALCOLM ALEXANDERCFO, FINOP5153752

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Oregon
(8/26/2019)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 2007About the Series 63 exam

Series 57TO — Securities Trader Exam

Passed Jan 2023About the Series 57TO exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 55 — Limited Representative-Equity Trader Exam

Passed Jun 2001

Series 7 — General Securities Representative Examination

Passed Oct 1998About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Tracy Lynn Bilyeu's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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TB
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