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JC

Jason R. Cavalier

Some features on this profile are disabled
CRD#: 2253844
JC

Professional summary

Jason Robert Cavalier was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Jason is a previously registered financial professional and started their career in finance in 1992. Prior to being barred, Jason had worked at 3 firms, which includes CENTERRE CAPITAL LLC, FIRST HEARTLAND CAPITAL INC., EMPOWER FINANCIAL SERVICES 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

February 25, 2011 - May 29, 2012

CENTERRE CAPITAL LLC

BD
CRD#: 148091
WESTLAKE VILLAGE, CA
Past

August 1, 2005 - February 25, 2011

FIRST HEARTLAND CAPITAL, INC.

BD
CRD#: 32460
WESTLAKE VILLAGE, CA
Past

August 5, 1992 - June 17, 2004

EMPOWER FINANCIAL SERVICES, INC.

BD
CRD#: 13109
GREENWOOD VILLAGE, CO

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: 8/10/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6
Date: 8/3/1992
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 8/31/1998
Investment Company Products/Variable Contracts Principal Examination

Current Firm

CC
CENTERRE CAPITAL LLC
CENTERRE CAPITAL LLC

CRD#: 148091 / SEC#: , 8-67960

BD
Terminated by SEC on 04/29/2017
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Contact information

Main Address
Mailing Address
Phone number
Established
Missouri since 05/26/2006
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents

Direct owners and executive officers

NamePositionCRD#
HOFF, DAVID MICHAELPRESIDENT, MANAGING MEMBER1058737
CHRISTY, ZEONIA MARIECCO4067924
JEHLE, JEANNE ANNFINOP4885198

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

CENTERRE CAPITAL LLC

CRD#: 148091

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