Jeffrey J. Triana

MARCH CAPITAL

Skokie, IL

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CRD#: 2260463

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"?

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

CRD#: 24142

Skokie, IL

Past

April 23, 2013 - September 3, 2013

CONNOR CAPITAL INVESTMENTS, LLC

CRD#: 153478

CHICAGO, IL

Past

March 30, 2011 - February 26, 2013

KUHNS BROTHERS SECURITIES CORPORATION

CRD#: 47331

NEW YORK, NY

Past

July 23, 2007 - December 11, 2009

KUHNS BROTHERS SECURITIES CORPORATION

CRD#: 47331

NEW YORK, NY

Past

January 5, 2007 - June 28, 2007

GENESIS GLOBAL TRADING, INC

CRD#: 136962

NEW YORK, NY

Past

April 18, 2006 - October 4, 2006

SANDGRAIN SECURITIES LLC

CRD#: 26004

GARDEN CITY, NY

Past

July 31, 1999 - November 6, 1999

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

February 27, 1998 - July 26, 1999

SANDS BROTHERS & CO., LTD.

CRD#: 26816

NEW YORK, NY

Past

August 18, 1992 - February 18, 1998

D. H. BLAIR & CO., INC.

CRD#: 6833

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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

California
(1/28/2014)

Exams

State Security Law Exam

IAR

Series 66

Date: 9/8/2018

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 4/26/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/11/2006

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/28/2006

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

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)

Broker-Dealer Firm Regulated by FINRA (Chicago district office)

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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

FINRA licenses (24 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Direct owners and executive officers

Name	Position	CRD#
RICE, RICHARD JAY	PRESIDENT AND CHIEF COMPLIANCE OFFICER	725697

Regulatory assets under management

Total Number of Accounts	3
AUM (Assets Under Management)	$ 83,479,520

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Jeffrey J. Triana

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jeffrey James Triana's CRS (Customer Relationship Summary).

Certified licenses

Experience

CONNOR CAPITAL INVESTMENTS, LLC

KUHNS BROTHERS SECURITIES CORPORATION

KUHNS BROTHERS SECURITIES CORPORATION

GENESIS GLOBAL TRADING, INC

SANDGRAIN SECURITIES LLC

MORGAN STANLEY DW INC.

SANDS BROTHERS & CO., LTD.

D. H. BLAIR & CO., INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/8/2018

Series 63

Date: 4/26/2013

SIE

Date: 10/1/2018

Series 7

Date: 1/11/2006

Series 24

Date: 8/28/2006

FINRA

Current Firm

MARCH CAPITAL CORP.

Contact information

FINRA licenses (24 States and Territories)

Documents

Direct owners and executive officers

Regulatory assets under management

Red Flags

Company Information

MARCH CAPITAL CORP.

TRUST BUT VERIFY

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