Jessica M. Youstra
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jessica Marie Youstra, who also goes by Jessica M Youstra, was a registered financial professional .
Jessica is a previously registered financial professional and started their career in finance in 1995. Jessica had worked at 8 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 19, 2011 - February 23, 2022
BMO CAPITAL MARKETS CORP.
February 22, 2010 - April 28, 2011
JEFFERIES LLC
November 19, 2009 - February 19, 2010
INSPEREX LLC
October 11, 2001 - February 27, 2009
BANC OF AMERICA SECURITIES LLC
June 18, 1999 - March 16, 2001
BANC OF AMERICA SECURITIES LLC
October 20, 1997 - April 19, 1999
MORGAN STANLEY MARKET PRODUCTS INC.
October 20, 1997 - April 19, 1999
MORGAN STANLEY & CO. LLC
March 14, 1997 - October 1, 1997
ROSENTHAL GLOBAL SECURITIES LLC
April 18, 1995 - June 8, 1996
NUVEEN SECURITIES, 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
Exams
Current Firm
BMO CAPITAL MARKETS CORP.
CRD#: 16686 / SEC#: 801-73047, 8-34344
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| BMO FINANCIAL CORP. | SHAREHOLDER | |
| BRICKLEY, THOMAS JOHN | FINANCIAL AND OPERATIONS PRINCIPAL | 3028843 |
| ESTEY, WARREN FRANCIS | MANAGING DIRECTOR, INVESTMENT BANKING | 3114183 |
| FORLENZA, MICHAEL | HEAD, CHIEF OPERATING OFFICER | 5886049 |
| KAHRAMAN, LEVENT | MANAGING DIRECTOR, GLOBAL MARKETS | 2802822 |
| WOODWARD, JOEL EDWARD | CHIEF FINANCIAL OFFICER | 5467904 |
| YUKILEVICH, DANIEL | CHIEF COMPLIANCE OFFICER | 5635481 |
Regulatory assets under management
| Total Number of Accounts | 4 |
| AUM (Assets Under Management) | $ 1,210,751,477 |
Disclosures
| Regulatory Event | 46 |
| Civil Event | 1 |
Red Flags
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