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GG

G Jason Greenberg

JEFFERIES
MIAMI, FL
·CRD# 2385250·27 years experience

Professional Summary

G Jason Greenberg, who also goes by G Jason Greenberg, Jason Greenberg, is a registered financial advisor currently at JEFFERIES LLC located in Miami, Florida. G Jason is registered as a RR (Registered Representative) and started their career in finance in 1999. G Jason has worked at 3 firms and has passed the Series 63, SIE, Series 79, Series 7 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

G Jason Greenberg, Jason Greenberg

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

27 years in the financial services industry

Current & Past Employments

JEFFERIES LLC·CRD# 2347
BD
1450 Brickell Avenue Suite 1650, Miami, FL 33131
July 22, 2014 - Present
CREDIT SUISSE SECURITIES (USA) LLC·CRD# 816
BD
New York, NY
September 17, 2007 - March 25, 2011
UNION SQUARE ADVISORS LLC·CRD# 141254
BD
San Francisco, CA
January 9, 2007 - February 27, 2007
CREDIT SUISSE SECURITIES (USA) LLC·CRD# 816
BD
New York, NY
March 8, 1999 - April 18, 2005

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Current Firm

JL
JEFFERIES LLC

JEFFERIES & COMPANY, INC. | JEFFERIES LLC

CRD#: 2347 / SEC#: 8-15074
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)

Contact Information

Main Address

520 Madison Avenue, New York, NY 10022

Mailing Address

520 Madison Avenue 16th Floor, New York, NY 10022

Phone Number

(212) 284-2300

Established

Delaware since 03/01/2013

Firm Type

Limited Liability Company

Fiscal Year End

November

Firm Size

Large

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
JEFFERIES FINANCIAL GROUP INCDIRECT OWNER—
CAGNO, MARK LAWRENCEGLOBAL CONTROLLER, MANAGING DIRECTOR2510148
FISCELLA, MICHAEL EUGENEGLOBAL HEAD OF OPERATIONS, MANAGING DIRECTOR2490187
FORLENZA, PETER CHARLESGLOBAL HEAD OF EQUITIES, MANAGING DIRECTOR2366985
FRIEDMAN, BRIAN PAULDIRECTOR AND CHAIRMAN, EXECUTIVE COMMITTEE1298550
HANDLER, RICHARD BRIANCHAIRMAN, CHIEF EXECUTIVE OFFICER AND DIRECTOR1563245
LARSON, MATTHEW SCOTTEXECUTIVE VICE PRESIDENT AND CFO/ PRINCIPAL FINANCIAL OFFICER2605152
SCORAN, LAURI ACHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR2060170
SHARP, MICHAEL JAMESGENERAL COUNSEL, SECRETARY, EXECUTIVE VICE PRESIDENT1013864
STACCONI, JOHN FRANCOTREASURER1814227

Disclosures

Regulatory Event

133

Arbitration

4

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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.

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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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(1/27/2025)
RR
Alaska
(1/27/2025)
RR
Arizona
(1/27/2025)
RR
Arkansas
(1/27/2025)
RR
California
(1/27/2025)
RR
Colorado
(1/27/2025)
RR
Connecticut
(1/27/2025)
RR
Delaware
(1/27/2025)
RR
District of Columbia
(1/27/2025)
RR
Florida
(4/10/2019)
RR
Georgia
(1/27/2025)
RR
Hawaii
(1/27/2025)
RR
Idaho
(1/27/2025)
RR
Illinois
(1/27/2025)
RR
Indiana
(1/27/2025)
RR
Iowa
(1/27/2025)
RR
Kansas
(1/27/2025)
RR
Kentucky
(1/27/2025)
RR
Louisiana
(1/27/2025)
RR
Maine
(1/27/2025)
RR
Maryland
(1/27/2025)
RR
Massachusetts
(1/27/2025)
RR
Michigan
(1/27/2025)
RR
Minnesota
(1/27/2025)
RR
Mississippi
(1/27/2025)
RR
Missouri
(1/27/2025)
RR
Montana
(1/27/2025)
RR
Nebraska
(1/27/2025)
RR
Nevada
(1/27/2025)
RR
New Hampshire
(1/27/2025)
RR
New Jersey
(1/27/2025)
RR
New Mexico
(1/27/2025)
RR
New York
(7/24/2014)
RR
North Carolina
(1/27/2025)
RR
North Dakota
(1/27/2025)
RR
Ohio
(1/27/2025)
RR
Oklahoma
(1/27/2025)
RR
Oregon
(1/27/2025)
RR
Pennsylvania
(1/27/2025)
RR
Puerto Rico
(1/27/2025)
RR
Rhode Island
(1/27/2025)
RR
South Carolina
(1/27/2025)
RR
South Dakota
(1/27/2025)
RR
Tennessee
(1/27/2025)
RR
Texas
(1/27/2025)
RR
Utah
(1/27/2025)
RR
Vermont
(1/27/2025)
RR
Virgin Islands
(1/27/2025)
RR
Virginia
(1/27/2025)
RR
Washington
(1/27/2025)
RR
West Virginia
(1/27/2025)
RR
Wisconsin
(1/27/2025)
RR
Wyoming
(1/27/2025)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 2014About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 79 — Investment Banking Registered Representative Examination

Passed Jul 2014About the Series 79 exam

Series 7 — General Securities Representative Examination

Passed Mar 1999About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed May 2025About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view G Jason Greenberg's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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