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JE

Jane F. Eagle

Some features on this profile are disabled
CRD#: 2250187
JE

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.

Jane Frances Eagle, who also goes by Jane Frances Kelsey, was a registered financial professional .

Jane is a previously registered financial professional and started their career in finance in 1992. Jane had worked at 2 firms and has passed the Series 63, Series 27 and Series 28 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jane Frances Kelsey

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

January 21, 2014 - September 14, 2020

BEL AIR SECURITIES LLC

BD
CRD#: 134953
LOS ANGELES, CA
Past

September 4, 1992 - July 3, 2001

METLIFE INVESTORS DISTRIBUTION COMPANY

BD
CRD#: 6695
NEWPORT BEACH, CA

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: 3/8/1993
Uniform Securities Agent State Law Examination
Principal/Supervisory Exam
RR
Series 27
Date: 1/21/2014
Financial and Operations Principal Examination
Principal/Supervisory Exam
RR
Series 28
Date: 9/2/1992
Introducing Broker/Dealer Financial Operations Principal Examination

Current Firm

BA
BEL AIR SECURITIES LLC
BEL AIR SECURITIES LLC

CRD#: 134953 / SEC#: , 8-66875

BD
Terminated by SEC on 10/30/2021
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Contact information

Main Address
Mailing Address
Phone number
Established
Delaware since 02/09/2005
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

FINRA licenses (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
FIERA US HOLDING INC.SOLE MEMBER
DANA, DEBORAH LYNNAML OFFICER/COO2427640
HALLADAY, REED ELMOCHIEF COMPLIANCE OFFICER832677
SHUMBERG, IVANA MFINANCE AND OPERATIONS PRINCIPAL3167225

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

BEL AIR SECURITIES LLC

CRD#: 134953

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