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JB

Jonathan H. Blum

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CRD#: 2352935
JB

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.

Jonathan H Blum, who also goes by Jonathan Blum, was a registered financial professional .

Jonathan is a previously registered financial professional and started their career in finance in 1993. Jonathan had worked at 13 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jonathan Blum

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

December 3, 2018 - September 13, 2019

DAWSON JAMES SECURITIES, INC.

BD
CRD#: 130645
NEW YORK, NY
Past

November 15, 2013 - December 3, 2018

WESTPARK CAPITAL, INC.

BD
CRD#: 39914
NEW YORK, NY
Past

February 21, 2013 - December 12, 2013

THE BENCHMARK COMPANY, LLC

BD
CRD#: 22982
NEW YORK, NY
Past

April 30, 2012 - February 26, 2013

NOBLE CAPITAL MARKETS, INC.

BD
CRD#: 15768
NEW YORK, NY
Past

February 10, 2010 - May 3, 2012

DAWSON JAMES SECURITIES, INC.

BD
CRD#: 130645
NEW YORK, NY
Past

February 1, 2010 - February 12, 2010

HUDSON SECURITIES,INC.

BD
CRD#: 10467
CHICAGO, IL
Past

June 1, 2007 - February 1, 2010

NEXT GENERATION EQUITY RESEARCH LLC

BD
CRD#: 130754
CHICAGO, IL
Past

January 30, 2006 - March 16, 2007

NEW YORK GLOBAL SECURITIES, INC.

BD
CRD#: 46429
NEW YORK, NY
Past

January 16, 2003 - February 27, 2006

JESUP & LAMONT SECURITIES CORP

BD
CRD#: 39056
NEW YORK, NY
Past

May 9, 2001 - November 12, 2002

BLAYLOCK & COMPANY, INC.

BD
CRD#: 35669
NEW YORK, NY
Past

May 4, 1998 - January 16, 2001

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

November 29, 1997 - March 13, 1998

SALOMON BROTHERS INC.

BD
CRD#: 740
NEW YORK, NY
Past

August 28, 1996 - March 13, 1998

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

August 6, 1993 - June 4, 1996

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
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: 9/22/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


DJ
DAWSON JAMES SECURITIES, INC.
DAWSON JAMES SECURITIES, INC.

CRD#: 130645 / SEC#: , 8-66367

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information


Main Address
101 North Federal Highway Suite 600, Boca Raton, FL 33432
Mailing Address
101 North Federal Highway Suite 600, Boca Raton, FL 33432
Phone number
(561) 391-5555
Established
Florida since 07/30/2002
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
ARK FINANCIAL SERVICES, INC.OWNER
DORFMAN, JENNIFERCHIEF COMPLIANCE OFFICER/AML COMPLIANCE OFFICER3009328
KEYSER, ROBERT DAWSON JR.CEO1291503
STICE, HAROLD EUGENECHIEF FINANCIAL OFFICER/FINOP1349210

Disclosures


Regulatory Event12
Civil Event1
Arbitration3

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


DAWSON JAMES SECURITIES, INC.

CRD#: 130645

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