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JT

Jeffrey J. Triana

MARCH CAPITAL
Skokie, IL
Some features on this profile are disabled
CRD#: 2260463
JT

Professional summary

Jeffrey James Triana, who also goes by Jeffrey James Ordonez, Jeffrey Ordonez, Jeff Triana, Jeffrey Triana, is a registered financial professional currently at MARCH CAPITAL CORP. located in Skokie, Illinois.

Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 1992. Jeffrey has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jeffrey James Ordonez | Jeffrey Ordonez | Jeff Triana | Jeffrey Triana

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 Jeffrey James Triana'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

November 8, 2013 - Present

MARCH CAPITAL CORP.

RIA
BD
CRD#: 24142
Skokie, IL
Past

April 23, 2013 - September 3, 2013

CONNOR CAPITAL INVESTMENTS, LLC

BD
CRD#: 153478
CHICAGO, IL
Past

March 30, 2011 - February 26, 2013

KUHNS BROTHERS SECURITIES CORPORATION

BD
CRD#: 47331
NEW YORK, NY
Past

July 23, 2007 - December 11, 2009

KUHNS BROTHERS SECURITIES CORPORATION

BD
CRD#: 47331
NEW YORK, NY
Past

January 5, 2007 - June 28, 2007

GENESIS GLOBAL TRADING, INC

BD
CRD#: 136962
NEW YORK, NY
Past

April 18, 2006 - October 4, 2006

SANDGRAIN SECURITIES LLC

BD
CRD#: 26004
GARDEN CITY, NY
Past

July 31, 1999 - November 6, 1999

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

February 27, 1998 - July 26, 1999

SANDS BROTHERS & CO., LTD.

BD
CRD#: 26816
NEW YORK, NY
Past

August 18, 1992 - February 18, 1998

D. H. BLAIR & CO., INC.

BD
CRD#: 6833
NEW YORK, 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
California
(1/28/2014)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/8/2018
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 4/26/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/11/2006
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/28/2006
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

MC
MARCH CAPITAL CORP.
ANGELSTREET SECURITIES, INC. | MARCH CAPITAL CORP. | GRANT SECURITIES, L.P. | GLENWOOD SECURITIES CORP.

CRD#: 24142 / SEC#: , 8-41173

Illinois
Registered Investment Advisory firm - SEC (10/29/1996 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
PREMIUM
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Contact information

Main Address
200 E Randolph St Suite 5100, Chicago, IL 60601
Mailing Address
200 E Randolph St Suite 5100, Chicago, IL 60601-6528
Phone number
(312) 443-8404
Established
Illinois since 09/05/1990
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
4

FINRA licenses (25 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
RICE, RICHARD JAYPRESIDENT AND CHIEF COMPLIANCE OFFICER725697

Regulatory assets under management

Total Number of Accounts3
AUM (Assets Under Management)$ 83,479,520

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

MARCH CAPITAL CORP.

CRD#: 24142Skokie, IL

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