AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
RR

Richard J. Redican

Some features on this profile are disabled
CRD#: 2562859
RR

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.

Richard Jeffrey Redican, who also goes by Richard J Redican Jr, Richard Jeffrey Redican Jr, Rj Redican Jr, was a registered financial professional .

Richard is a previously registered financial professional and started their career in finance in 1998. Richard had worked at 13 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Richard J Redican Jr | Richard Jeffrey Redican Jr | Rj Redican Jr

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

May 20, 2024 - April 10, 2025

JONESTRADING

BD
CRD#: 6888
Daniel Island, SC
Past

September 18, 2023 - May 13, 2024

GFI SECURITIES LLC

BD
CRD#: 19982
NEW YORK, NY
Past

August 9, 2023 - September 26, 2023

TJM INVESTMENTS, LLC

BD
CRD#: 46300
CHICAGO, IL
Past

July 1, 2020 - July 19, 2023

WHITAKER SECURITIES LLC

BD
CRD#: 121465
NEW YORK, NY
Past

November 18, 2019 - June 22, 2020

TRADITION SECURITIES AND DERIVATIVES LLC

BD
CRD#: 28269
Stamford, CT
Past

January 24, 2019 - October 8, 2019

TULLETT PREBON FINANCIAL SERVICES LLC

BD
CRD#: 28196
NEW YORK, NY
Past

August 26, 2016 - March 25, 2019

TP ICAP GLOBAL MARKETS AMERICAS LLC

BD
CRD#: 2762
NEW YORK, NY
Past

May 30, 2013 - March 20, 2015

LPS CAPITAL LLC

BD
CRD#: 155246
NEW YORK, NY
Past

January 2, 2013 - June 3, 2013

OPEN TO THE PUBLIC INVESTING, INC.

BD
CRD#: 127818
NEW YORK, NY
Past

January 19, 2010 - December 21, 2012

TULLETT PREBON FINANCIAL SERVICES LLC

BD
CRD#: 28196
NEW YORK, NY
Past

November 9, 2004 - December 18, 2009

RAFFERTY CAPITAL MARKETS, LLC

BD
CRD#: 23682
NEW YORK, NY
Past

April 8, 2003 - December 13, 2004

SEABOARD SECURITIES, INC.

BD
CRD#: 755
FLORHAM PARK, NJ
Past

May 16, 2002 - March 21, 2003

BURLINGTON CAPITAL MARKETS INC.

BD
CRD#: 26991
NEW YORK, NY
Past

May 11, 2000 - September 26, 2001

CHAPDELAINE CORPORATE SECURITIES & CO

BD
CRD#: 23741
NEW YORK, NY
Past

January 9, 1998 - March 24, 1999

TP ICAP GLOBAL MARKETS AMERICAS LLC

BD
CRD#: 2762
NEW YORK, NY

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 4/13/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


JO
JONESTRADING
JONES & ASSOCIATES, INC. | JONESTRADING INSTITUTIONAL SERVICES LLC | JONESTRADING | JONES INSTITUTIONAL TRADING SERVICES, INC.

CRD#: 6888 / SEC#: , 8-26089

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
555 Saint Charles Drive Suite #200, Thousand Oaks, CA 91360
Mailing Address
555 Saint Charles Drive, Thousand Oaks, CA 91360
Phone number
(818) 991-5500
Established
Delaware since 08/15/2001
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
JONES & ASSOCIATES, INC.HOLDING COMPANY
BELL, JEREMY DAVIDCCO4498676
CHMIELEWSKI, STEVEN ANDREWDIRECTOR2066307
COHEN, SHLOMODIRECTOR2877188
COOK, BURKE MCCLAINCORPORATE SECRETARY / LEGAL COUNSEL4863190
HILL, ALAN FINBARCEO / DIRECTOR5182098
KIRSCH, WILLIAM TANNERDIRECTOR5428522
LEVEEN, JEFFREY EARLE JRDIRECTOR2919172
MICSKY, JEFFREY ADIRECTOR4820920
ONEIL, TIMOTHY DAWSONEXECUTIVE CHAIRMAN2355507
TESORO, ANTHONY JAMESDIRECTOR
TESORO, PHILLIP JAMESDIRECTOR2009378
WONG, JEFFREY RYANFINANCIAL AND OPERATIONS PRINCIPAL4428807

Disclosures


Regulatory Event9

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


JONESTRADING

CRD#: 6888

TRUST BUT VERIFY

Monitor Richard Redican

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics