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JA

Jesse A. Aguilar

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CRD#: 2258234
JA

Professional summary


Jesse Anthony Aguilar was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Jesse is a previously registered financial professional and started their career in finance in 1992. Prior to being barred, Jesse had worked at 6 firms, which includes NOVA FINANCIAL INC., PROSPERA FINANCIAL SERVICES INC., ROTH CAPITAL PARTNERS LLC, PRUDENTIAL EQUITY GROUP LLC, SUTRO & CO. INCORPORATED, CIBC WORLD MARKETS CORP..

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

January 22, 1997 - April 29, 1997

NOVA FINANCIAL, INC.

BD
CRD#: 29592
Past

August 16, 1996 - November 27, 1996

PROSPERA FINANCIAL SERVICES, INC.

BD
CRD#: 10740
DALLAS, TX
Past

February 13, 1996 - September 3, 1996

ROTH CAPITAL PARTNERS, LLC

BD
CRD#: 15407
NEWPORT BEACH, CA
Past

February 27, 1995 - January 26, 1996

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

September 21, 1993 - February 21, 1995

SUTRO & CO. INCORPORATED

BD
CRD#: 801
SAN FRANCISCO, CA
Past

December 17, 1992 - September 9, 1993

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
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: 1/7/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


NF
NOVA FINANCIAL, INC.
GRIFFITHS & COMPANY, INC. | NOVA FINANCIAL, INC.

CRD#: 29592 / SEC#: , 8-44415

BD
Cancelled by SEC on 02/24/1998
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Contact information


Main Address
Mailing Address
Phone number
Established
Utah since 12/18/1991
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


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


NOVA FINANCIAL, INC.

CRD#: 29592

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