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JR

Jeffery E. Radcliffe

FN REALTY ADVISORS LLC
RED BANK, NJ 07701
Some features on this profile are disabled
CRD#: 2442181
JR

Professional summary


Jeffery Ellis Radcliffe, who also goes by Jeff Radcliffe, Jeffery E Radcliffe, Jeffery Ellis Radcliffe, is a registered financial professional currently at FN REALTY ADVISORS LLC located in Red Bank, New Jersey.

Jeffery is registered as a RR (Registered Representative) and started their career in finance in 1994. Jeffery has worked at 6 firms and has passed the Series 63, Series 65, Series 99TO, Series 7TO, SIE, Series 6, Series 24, Series 14, Series 51 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jeff Radcliffe | Jeffery E Radcliffe | Jeffery Ellis Radcliffe

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 Jeffery Ellis Radcliffe's 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

November 29, 2024 - Present

FN REALTY ADVISORS LLC

Office #1: 151 Bodman Place Suite 201, Red Bank, NJ 07701
BD
CRD#: 325507
RED BANK, NJ
Past

July 19, 2024 - December 11, 2024

IIFL CAPITAL INC.

BD
CRD#: 149073
NEW YORK, NY
Past

July 26, 2023 - November 16, 2023

BCG SECURITIES, INC.

BD
CRD#: 70
CHERRY HILL, NJ
Past

June 9, 2005 - November 16, 2023

HORACE MANN INVESTORS, INC.

BD
CRD#: 11643
SPRINGFIELD, IL
Past

January 25, 1994 - July 14, 1998

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
MILWAUKEE, WI
Past

January 25, 1994 - July 14, 1998

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
MILWAUKEE, WI

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 Jersey
(5/2/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 9/11/2023
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 7/17/2008
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/20/2022
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 14
Date: 3/16/2021
Compliance Officer Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


FR
FN REALTY ADVISORS LLC
FN REALTY ADVISORS LLC

CRD#: 325507 / SEC#: , 8-71086

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


Main Address
151 Bodman Place, Suite 201, Red Bank, NJ 07701
Mailing Address
151 Bodman Place, Suite 201, Red Bank, NJ 07701
Phone number
(630) 240-7559
Established
Delaware since 02/07/2023
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
MOTIS HOLDINGS LLC,OWNER/MEMBER
MEUNIER, CHRISTOPHER JABOAFINOP/PFO/POO7407392
RADCLIFFE, JEFFERYCEO, CCO AND AMLCO2442181

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


FN REALTY ADVISORS LLC

CRD#: 325507Red Bank, NJ 07701

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