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MJ

Matthew R. Jennings

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CRD#: 2362486
MJ

Professional summary


Matthew Ray Jennings was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Matthew is a previously registered financial advisor and started their career in finance in 1993. Prior to being barred, Matthew had worked at 10 firms, which includes WESTMOORE ADVISORS LLC, WESTMOORE SECURITIES INC., C.K. COOPER & COMPANY INC., MISSION CAPITAL INVESTMENT GROUP INC., MJK CLEARING INC., SAN CLEMENTE SECURITIES INC., DEL MAR FINANCIAL SERVICES INCORPORATED, BROOKSTREET SECURITIES CORPORATION, TITAN/VALUE EQUITIES GROUP INC., MONTANO SECURITIES CORPORATION.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Matt Jennings

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

September 11, 2006 - June 4, 2007

WESTMOORE ADVISORS, LLC

RIA
CRD#: 140474
ANAHEIM HILLS, CA
Past

July 19, 2002 - January 21, 2009

WESTMOORE SECURITIES, INC.

BD
CRD#: 44948
ANAHIEM, CA
Past

July 26, 2001 - March 25, 2002

C.K. COOPER & COMPANY, INC.

BD
CRD#: 106578
IRVINE, CA
Past

October 6, 1997 - January 16, 2003

MISSION CAPITAL INVESTMENT GROUP, INC.

BD
CRD#: 43167
CORONA DEL MAR, CA
Past

April 11, 1997 - March 17, 1998

MJK CLEARING, INC.

BD
CRD#: 8678
MINNEAPOLIS, MN
Past

September 5, 1996 - April 24, 1997

SAN CLEMENTE SECURITIES, INC.

BD
CRD#: 21895
SAN CLEMENTE, CA
Past

March 8, 1996 - August 13, 1996

DEL MAR FINANCIAL SERVICES, INCORPORATED

BD
CRD#: 34638
IRVINE, CA
Past

April 20, 1995 - March 11, 1996

BROOKSTREET SECURITIES CORPORATION

BD
CRD#: 14667
SAN JUAN CAPISTRANO, CA
Past

December 22, 1994 - April 10, 1995

TITAN/VALUE EQUITIES GROUP, INC.

BD
CRD#: 6359
IRVINE, CA
Past

July 8, 1993 - January 1, 1995

MONTANO SECURITIES CORPORATION

BD
CRD#: 7887
ORANGE, CA

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
IAR
Series 65
Date: 7/27/2004
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current firm


No current employment

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


No current employment

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