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JG

Jeffrey L. Gamble

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CRD#: 2198730
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.

Jeffrey Lancaster Gamble was a registered financial professional .

Jeffrey is a previously registered financial professional and started their career in finance in 1992. Jeffrey had worked at 11 firms and has passed the Series 63, SIE, Series 55 and Series 7 exams.

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

May 26, 2015 - July 31, 2018

JONESTRADING

BD
CRD#: 6888
THOUSAND OAKS, CA
Past

August 12, 2009 - May 13, 2015

VIRTU ITG LLC

BD
CRD#: 29299
TORONTO,
Past

January 7, 2009 - August 6, 2009

SETON SECURITIES GROUP, INC.

BD
CRD#: 18044
NEW YORK, NY
Past

June 11, 2008 - December 22, 2008

VERSANT PARTNERS USA, INC.

BD
CRD#: 135167
TORONTO; ONTARIO,
Past

February 20, 2008 - May 29, 2008

CANTOR FITZGERALD & CO.

BD
CRD#: 134
NEW YORK, NY
Past

January 6, 2006 - October 11, 2006

IA SECURITIES (USA) INC.

BD
CRD#: 135721
TORONTO, ONTARIO,
Past

January 3, 2002 - June 16, 2005

JONESTRADING

BD
CRD#: 6888
THOUSAND OAKS, CA
Past

February 7, 2000 - January 4, 2002

RAYMOND JAMES (USA) LTD.

BD
CRD#: 25853
VANCOUVER, B.C.,
Past

March 24, 1999 - October 29, 1999

HSBC SECURITIES (USA) INC.

BD
CRD#: 19585
NEW YORK CITY, NY
Past

May 18, 1998 - January 14, 1999

GORDON CAPITAL INC.

BD
CRD#: 6947
NEW YORK, NY
Past

June 6, 1997 - January 21, 1999

MAGNA

BD
CRD#: 30935
NEW YORK CITY, NY
Past

August 21, 1992 - May 28, 1997

SHARPE CAPITAL, INC.

BD
CRD#: 18452
NEW YORK, NY

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: 12/8/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 6/5/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam

Current Firm


JO
JONESTRADING
JONES & ASSOCIATES, INC. | JONESTRADING INSTITUTIONAL SERVICES LLC | JONESTRADING | JONES INSTITUTIONAL TRADING SERVICES, INC.

CRD#: 6888 / SEC#: , 8-26089

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


Main Address
555 Saint Charles Drive Suite #200, Thousand Oaks, CA 91360
Mailing Address
555 Saint Charles Drive, Thousand Oaks, CA 91360
Phone number
(818) 991-5500
Established
Delaware since 08/15/2001
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 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#
JONES & ASSOCIATES, INC.HOLDING COMPANY
BELL, JEREMY DAVIDCCO4498676
CHMIELEWSKI, STEVEN ANDREWDIRECTOR2066307
COHEN, SHLOMODIRECTOR2877188
COOK, BURKE MCCLAINCORPORATE SECRETARY / LEGAL COUNSEL4863190
HILL, ALAN FINBARCEO / DIRECTOR5182098
KIRSCH, WILLIAM TANNERDIRECTOR5428522
LEVEEN, JEFFREY EARLE JRDIRECTOR2919172
MICSKY, JEFFREY ADIRECTOR4820920
ONEIL, TIMOTHY DAWSONEXECUTIVE CHAIRMAN2355507
TESORO, ANTHONY JAMESDIRECTOR
TESORO, PHILLIP JAMESDIRECTOR2009378
WONG, JEFFREY RYANFINANCIAL AND OPERATIONS PRINCIPAL4428807

Disclosures


Regulatory Event9

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


JONESTRADING

CRD#: 6888

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