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JC

John C. Clifford

MONDEUM CAPITAL
Southampton, NY 11968
Some features on this profile are disabled
CRD#: 2249584
JC

Professional summary


John Chandler Clifford, who also goes by Jc, is a registered financial professional currently at MONDEUM CAPITAL located in Southampton, New York.

John is registered as a RR (Registered Representative) and started their career in finance in 1992. John has worked at 10 firms and has passed the Series 65, Series 63, Series 99TO, Series 3, SIE, Series 7, Series 6, Series 14, Series 27, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jc

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) - BD


Click below to view John Chandler Clifford's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

July 29, 2021 - Present

MONDEUM CAPITAL

Office #1: 27 Main Street Suite B, Southampton, NY 11968
BD
CRD#: 309574
Southampton, NY
Past

December 9, 2010 - June 1, 2021

LIME TRADING CORP

BD
CRD#: 11826
NEW YORK, NY
Past

October 8, 2009 - June 16, 2010

BISHOP, ROSEN & CO., INC.

BD
CRD#: 1248
NEWTON, MA
Past

July 8, 2009 - September 14, 2009

HEROLD & LANTERN INVESTMENTS, INC.

BD
CRD#: 30996
NEWTON, MA
Past

January 15, 2009 - February 6, 2009

PETERSEN INVESTMENTS, INC.

BD
CRD#: 38537
NEW YORK, NY
Past

November 28, 2007 - December 31, 2009

KIMBALL & CROSS INVESTMENT MANAGEMENT CORP.

RIA
CRD#: 2438
NEWTON, MA
Past

March 3, 1997 - February 23, 2009

KIMBALL & CROSS INVESTMENT MANAGEMENT CORP.

BD
CRD#: 2438
NEWTON, MA
Past

May 24, 1995 - February 25, 1997

BARRON CHASE SECURITIES, INC.

BD
CRD#: 18969
BOCA RATON, FL
Past

October 26, 1994 - May 22, 1995

INTERFIRST CAPITAL CORPORATION

BD
CRD#: 7659
LOS ANGELES, CA
Past

January 6, 1993 - October 28, 1994

DICKINSON & CO.

BD
CRD#: 689
DES MOINES, IA
Past

June 29, 1992 - January 6, 1993

H.J. MEYERS & CO., INC.

BD
CRD#: 15609
ROCHESTER, NY

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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New York
(11/13/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 7/6/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 3
Date: 11/14/2020
National Commodity Futures Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 2/3/2020
Compliance Officer Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


MC
MONDEUM CAPITAL
MONDEUM | MONDEUM CAPITAL, LLC | MONDEUM CAPITAL

CRD#: 309574 / SEC#: , 8-70542

BD
Broker-Dealer Firm Regulated by FINRA (Long Island district office)
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Contact information


Main Address
27 Main Street Suite B, Southampton, NY 11968
Mailing Address
27 Main Street Suite B, Southampton, NY 11968
Phone number
+1 (833) 781-6338
Established
New York since 05/20/2020
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)


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Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
MONDEUM FINANCIAL HOLDINGS INC.SOLE MEMBER
CLIFFORD, JOHN CHANDLERFINOP, PFO, ROP, POO2249584
HAXO, PRESTON WILLIAMCCO6267154
MILANI, MICHAEL JAMESCEO, EXECUTIVE REP3112957

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


MONDEUM CAPITAL

CRD#: 309574Southampton, NY 11968

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