Jeffrey M. Altman
Professional summary
Jeffrey Mark Altman, who also goes by Jeff Altman, is a registered financial professional currently at JONES LANG LASALLE SECURITIES, LLC located in New York, New York.
Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 1998. Jeffrey has worked at 4 firms and has passed the Series 63, Series 79TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jeffrey Mark Altman's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 20, 2023 - Present
JONES LANG LASALLE SECURITIES, LLC
Office #1: 330 Madison Avenue 4th Floor, New York, NY 10017May 13, 2019 - March 2, 2023
JEFFERIES LLC
July 29, 2011 - May 16, 2019
HOULIHAN LOKEY CAPITAL, INC.
October 2, 1998 - June 22, 2011
LAZARD FRERES & CO. LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(3/20/2023)
Exams
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationFINRA
Current Firm
JONES LANG LASALLE SECURITIES, LLC
CRD#: 120738 / SEC#: , 8-65341
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| JONES LANG LASALLE AMERICAS, INC. | DIRECT OWNER | |
| JOSEPH, MICHAEL SCOTT | MANAGING PRINCIPAL / CHIEF OPERATIONS OFFICER | 4231268 |
| CASHDAN, DANIEL MICHAEL | PRESIDENT AND GENERAL SECURITIES PRINCIPAL | 1910672 |
| DORFMAN, ESTEE CARLA | PRINCIPAL FINANCIAL OFFICER | 2696529 |
| DORFMAN, ESTEE CARLA | FINANCIAL OPERATIONS PRINCIPAL | 2696529 |
| DOWNING, JAMES ROTH | PRINCIPAL OPERATIONS OFFICER | 5514806 |
| DOWNING, JAMES ROTH | CHIEF COMPLIANCE OFFICER | 5514806 |
Red Flags
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