Jason N. Wilcox

TENOAKS ENERGY ADVISORS

Addison, TX 75001

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CRD#: 2520388

Professional summary

Jason Neal Wilcox is a registered financial professional currently at TENOAKS ENERGY ADVISORS, LLC located in Addison, Texas.

Jason is registered as a RR (Registered Representative) and started their career in finance in 1995. Jason has worked at 9 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

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.

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CRS (Client Relationship Summary) - BD

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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

February 7, 2021 - Present

TENOAKS ENERGY ADVISORS, LLC

Office #1: Addison Circle One 15601 Dallas Pkwy., Ste. 225, Addison, TX 75001

CRD#: 173696

Addison, TX

Past

April 30, 2010 - May 31, 2019

BV SECURITIES, LLC

CRD#: 103800

DALLAS, TX

Past

January 27, 2010 - May 3, 2010

TURCHIN CAPITAL ADVISORS, INC.

CRD#: 100920

DALLAS, TX

Past

August 21, 2008 - January 6, 2010

CRESCENT SECURITIES GROUP, INC.

CRD#: 114993

COPPELL, TX

Past

April 14, 2004 - February 29, 2008

GCP SECURITIES, INC.

CRD#: 30902

DALLAS, TX

Past

April 11, 2002 - March 26, 2004

HILLTOP SECURITIES INC.

CRD#: 6220

DALLAS, TX

Past

March 29, 2000 - November 12, 2001

J.P. MORGAN SECURITIES LLC

CRD#: 79

NEW YORK, NY

Past

July 16, 1998 - March 13, 2000

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

ST. PETERSBURG, FL

Past

May 12, 1995 - November 14, 1997

FIRST SOUTHWEST COMPANY, LLC

CRD#: 316

DALLAS, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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

Texas
(2/7/2021)

Exams

State Security Law Exam

Series 63

Date: 8/31/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 79TO

Date: 1/2/2023

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/14/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/14/2011

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

TENOAKS ENERGY ADVISORS, LLC

MERAMEC ENERGY ADVISORS, LLC | TENOAKS ENERGY ADVISORS, LLC

CRD#: 173696 / SEC#: , 8-69548

Broker-Dealer Firm Regulated by FINRA (Dallas district office)

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Contact information

Main Address

Addison Circle One 15601 Dallas Pkwy., Ste. 225, Addison, TX 75001

Mailing Address

Addison Circle One 15601 Dallas Pkwy., Ste. 225, Addison, TX 75001

Phone number

(214) 620-4421

Established

Texas since 09/15/2014

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (1 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
TENOAKS ENERGY PARTNERS, LLC	MEMBER
BRANDENBERGER, ROBERT H JR.	MANAGER	5195624
GOODIN, DIANE MARIE	CFO, FINOP	3117840
SHERRER, LINDSAY	CCO, MANAGER	6175914
WEBB, JASON B.	MANAGER	6176863

Red Flags

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Firm Stability Insights

Jason N. Wilcox

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jason Neal Wilcox's CRS (Customer Relationship Summary).

Certified licenses

Experience

BV SECURITIES, LLC

TURCHIN CAPITAL ADVISORS, INC.

CRESCENT SECURITIES GROUP, INC.

GCP SECURITIES, INC.

HILLTOP SECURITIES INC.

J.P. MORGAN SECURITIES LLC

RAYMOND JAMES & ASSOCIATES, INC.

FIRST SOUTHWEST COMPANY, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/31/1998

Series 79TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 12/14/1994

Series 24

Date: 2/14/2011

FINRA

Current Firm

TENOAKS ENERGY ADVISORS, LLC

Contact information

FINRA licenses (1 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

TENOAKS ENERGY ADVISORS, LLC

TRUST BUT VERIFY

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