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JK

Jerald G. Kallas

CITY CAPITAL ADVISORS
CHICAGO, IL 60611
Some features on this profile are disabled
CRD#: 2370281
JK

Professional summary

Jerald George Kallas, who also goes by Jerald G Kallas, Jerry Kallas, is a registered financial professional currently at CITY CAPITAL ADVISORS, LLC located in Chicago, Illinois.

Jerald is registered as a RR (Registered Representative) and started their career in finance in 2006. Jerald has worked at 9 firms and has passed the Series 63, Series 79TO, SIE, Series 7, Series 7A and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jerald G Kallas | Jerry Kallas

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 Jerald George Kallas'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

January 22, 2021 - Present

CITY CAPITAL ADVISORS, LLC

Office #1: 444 North Michigan Avenue, Suite 3200, Chicago, IL 60611
BD
CRD#: 143528
CHICAGO, IL
Past

March 8, 2019 - March 11, 2020

FCF SECURITIES AND DERIVATIVES LLC

BD
CRD#: 157067
CHICAGO, IL
Past

September 27, 2016 - March 27, 2017

DASH PRIME LLC

BD
CRD#: 41257
CHICAGO, IL
Past

November 13, 2014 - July 2, 2015

CANTOR FITZGERALD & CO.

BD
CRD#: 134
CHICAGO, IL
Past

January 24, 2013 - October 15, 2014

VIRTU AMERICAS LLC

BD
CRD#: 149823
CHICAGO, IL
Past

April 2, 2012 - January 17, 2013

VANDHAM SECURITIES CORP.

BD
CRD#: 26258
PARK RIDGE, NJ
Past

May 27, 2011 - November 8, 2011

RODMAN & RENSHAW, LLC

BD
CRD#: 16415
CHICAGO, IL
Past

March 3, 2010 - May 27, 2011

HUDSON SECURITIES,INC.

BD
CRD#: 10467
CHICAGO, IL
Past

February 27, 2006 - March 5, 2010

TERRA NOVA FINANCIAL, LLC

BD
CRD#: 37761
CHICAGO, IL

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
Illinois
(1/22/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 11/2/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/27/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/24/2006
General Securities Representative Examination
General Industry/Product Exam
RR
Series 7A
Date: 4/25/1997
Floor Broker Representative Exam
Principal/Supervisory Exam
RR
Series 24
Date: 3/21/2007
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

CC
CITY CAPITAL ADVISORS, LLC
CITY CAPITAL ADVISORS, LLC

CRD#: 143528 / SEC#: , 8-67580

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

Main Address
444 North Michigan Avenue, Suite 3200, Chicago, IL 60611
Mailing Address
444 North Michigan Avenue, Suite 3200, Chicago, IL 60611
Phone number
(312) 494-9800
Established
Delaware since 05/05/2005
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (6 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#
KING, RICHARD MARTINMANAGING DIRECTOR
TIMMERMAN, MARK ALLENCCO, AMLCO, MANAGING DIRECTOR & EXECUTIVE REPRESENTATIVE
LENART, BRIAN DOUGLASFINOP, PFO/POO736107

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

CITY CAPITAL ADVISORS, LLC

CRD#: 143528Chicago, IL 60611

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