Jeannette Gaston
Professional Summary
Jeannette Gaston, who also goes by Jeannette Castillo, Jeannette Nmn Gaston, Jeannette Gaston, is a registered financial advisor currently at GP BULLHOUND INC. located in San Francisco, California and BANYAN TREE SECURITIES, LLC located in Torrance, California. Jeannette is registered as a RR (Registered Representative) and started their career in finance in 2003. Jeannette has worked at 12 firms and has passed the SIE, Series 99TO and Series 27 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jeannette Castillo, Jeannette Nmn Gaston, Jeannette Gaston
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
16 years in the financial services industry
Current & Past Employments
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Current Firm
K2 CAPITAL ASSET MANAGEMENT, LLC
Contact Information
Main Address
150 Motor Parkway Suite 228, Hauppauge, NY 11788Mailing Address
150 Motor Parkway Suite 228, Hauppauge, NY 11788Phone Number
(631) 870-7451Established
New York since 07/05/2022Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (49 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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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
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jeannette Gaston's CRS (Customer Relationship Summary).
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