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JC

Jason T. Carpenter

BLAYLOCK VAN
New York, NY 10022
Some features on this profile are disabled
CRD#: 2403325
JC

Professional summary


Jason Travis Carpenter is a registered financial professional currently at BLAYLOCK VAN, LLC located in New York, New York.

Jason is registered as a RR (Registered Representative) and started their career in finance in 1993. Jason has worked at 13 firms and has passed the Series 63, Series 52TO, SIE, Series 7, Series 24 and Series 53 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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 Jason Travis Carpenter'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

December 21, 2023 - Present

BLAYLOCK VAN, LLC

Office #1: 600 Lexington Avenue 3rd Floor, New York, NY 10022
BD
CRD#: 145317
New York, NY
Past

February 7, 2022 - December 31, 2023

SEAPORT GLOBAL SECURITIES LLC

BD
CRD#: 116270
NEW YORK, NY
Past

July 2, 2020 - January 19, 2022

SIERRA PACIFIC SECURITIES, LLC

BD
CRD#: 155160
New York, NY
Past

November 2, 2018 - March 12, 2020

TRIBAL CAPITAL MARKETS, LLC

BD
CRD#: 38901
ORLANDO, FL
Past

July 7, 2015 - October 4, 2018

OPPENHEIMER & CO. INC.

BD
CRD#: 249
NEW YORK, NY
Past

January 5, 2015 - July 1, 2015

RAFFERTY CAPITAL MARKETS, LLC

BD
CRD#: 23682
NEW YORK, NY
Past

January 2, 2014 - January 8, 2015

NORTHEAST SECURITIES, LLC

BD
CRD#: 25996
NEW YORK, NY
Past

May 2, 2011 - September 23, 2013

MUFG SECURITIES AMERICAS INC.

BD
CRD#: 19685
NEW YORK, NY
Past

October 26, 2010 - May 20, 2011

HAPOALIM SECURITIES USA, INC.

BD
CRD#: 266
NEW YORK, NY
Past

March 16, 2009 - October 26, 2010

NORTHEAST SECURITIES, LLC

BD
CRD#: 25996
NEW YORK, NY
Past

July 22, 2004 - March 30, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
NEW YORK, NY
Past

June 10, 1998 - March 30, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

October 7, 1994 - February 23, 1998

FIRST OF AMERICA SECURITIES, INC.

BD
CRD#: 36568
KALAMAZOO, MI
Past

February 23, 1994 - October 11, 1994

NATCITY INSURANCE SERVICES, INC.

BD
CRD#: 16989
CLEVELAND, OH
Past

November 17, 1993 - February 11, 1994

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
DETROIT, MI

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
New York
(12/21/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 12/7/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


BV
BLAYLOCK VAN, LLC
BLAYLOCK BEAL VAN, LLC | BLAYLOCK VAN, LLC | BLAYLOCK ROBERT VAN, LLC

CRD#: 145317 / SEC#: 801-69136, 8-67721

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


Main Address
600 Lexington Avenue 10th Floor, Oakland, CA 94612
Mailing Address
600 Lexington Avenue 3rd Floor, New York, NY 10022
Phone number
(212) 715-6600
Established
California since 03/26/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (36 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
ROBERT VAN SECURITIES, INCSOLE VOTING MEMBER
BLAYLOCK & COMPANY, INCNON-VOTING MEMBER
CIULLA, ALEXANDER JOHNFINOP, CFO, PRINCIPAL FINANCIAL OFFICER AND PRINCIPAL OPERATIONS OFFICER2635660
HOUGH, JERVIS BENNETTBD CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER4291302
KALISPEL TRIBAL ECONOMIC AUTHORITYNON-VOTING MEMBER
SEAPORT GLOBAL SECURITIES LLCSHAREHOLDER116270
STANDIFER, ERIC VANMANAGER; CEO; GSP; MSP1025776

Disclosures


Regulatory Event2

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


BLAYLOCK VAN, LLC

CRD#: 145317New York, NY 10022

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