Jeff Kantor
Professional summary
Jeff Kantor, who also goes by Jeff Scott Kantor, Jeff Kantor, Jeffery Scott Kantor, is a registered financial advisor currently at IP FINANCIAL ADVISORY SERVICES LLC located in Mokena, Illinois and INNOVATION PARTNERS LLC located in Charlotte, North Carolina.
Jeff is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Jeff has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 55, Series 7, Series 24 and Series 4 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeff Kantor's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 10, 2019 - Present
IP FINANCIAL ADVISORY SERVICES LLC
Office #1: 19252 South Blackhawk Parkway Unit 75, Mokena, IL 60448December 10, 2019 - Present
INNOVATION PARTNERS LLC
Office #1: 5950 Fairview Road Suite 140, Charlotte, NC 28210September 8, 2016 - December 19, 2019
CREATIVE FINANCIAL DESIGNS, INC.
September 8, 2016 - December 19, 2019
CFD INVESTMENTS, INC.
December 2, 2013 - September 6, 2016
TRADINGBLOCK
December 2, 2013 - September 6, 2016
TRADINGBLOCK
January 18, 2013 - December 4, 2013
WADDELL & REED
October 23, 2012 - December 4, 2013
WADDELL & REED
October 31, 1995 - December 31, 2010
MF GLOBAL INC.
September 7, 1993 - September 22, 1995
CITIGROUP GLOBAL MARKETS INC.
August 17, 1993 - September 7, 1993
LEHMAN BROTHERS INC.
Primary Firm SEC Registration
IP FINANCIAL ADVISORY SERVICES LLC
CRD#: 305772 / SEC#: 801-117481
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/25/2022)
(12/10/2019)
(12/10/2019)
Exams
Series 55
Date: 11/26/2002
Limited Representative-Equity Trader ExamFINRA
Current Firm
IP FINANCIAL ADVISORY SERVICES LLC
CRD#: 305772 / SEC#: 801-117481
Contact information
SEC notice filing (48 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 2,887 |
| AUM (Assets Under Management) | $ 456,110,407 |
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.
