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EJ

Eugene A. Jewett

Some features on this profile are disabled
CRD#: 258653
EJ

Professional summary

Eugene Alden Jewett was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Eugene is a previously registered financial professional and started their career in finance in 1965. Prior to being barred, Eugene had worked at 8 firms, which includes INTERCOASTAL CAPITAL MARKETS INC., ADVEST INC., GRUNTAL & CO. L.L.C., MOSELEY SECURITIES CORPORATION, JOHN MUIR & CO., KUHNS BROTHERS & LAIDLAW INC., FIRST GEORGETOWN SECURITIES INC., BRONWEN CORP.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.

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

February 12, 1999 - November 7, 2002

INTERCOASTAL CAPITAL MARKETS, INC.

BD
CRD#: 83
BOCA RATON, FL
Past

December 12, 1990 - January 12, 1999

ADVEST, INC.

BD
CRD#: 10
HARTFORD, CT
Past

November 28, 1988 - October 31, 1990

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
NEW YORK, NY
Past

April 29, 1988 - September 19, 1988

ADVEST, INC.

BD
CRD#: 10
Past

August 18, 1981 - March 7, 1988

MOSELEY SECURITIES CORPORATION

BD
CRD#: 7908
Past

December 17, 1980 - October 20, 1981

JOHN MUIR & CO.

BD
CRD#: 2837
Past

May 23, 1979 - November 21, 1980

KUHNS BROTHERS & LAIDLAW, INC.

BD
CRD#: 1481
Past

July 4, 1975 - April 23, 1979

FIRST GEORGETOWN SECURITIES, INC.

BD
CRD#: 5871
Past

December 30, 1965 - July 4, 1975

BRONWEN CORP

BD
CRD#: 1000003

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
IAR
Series 65
Date: 8/22/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/23/1982
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
PC
Date: 5/30/1979
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 1
Date: 12/29/1965
Registered Representative Examination
Principal/Supervisory Exam
RR
F04
Date: 1/19/1977
Financial Principal Examination
Principal/Supervisory Exam
RR
Series 00
Date: 12/11/1973
General Securities Principal Examination

Current Firm

INTERCOASTAL CAPITAL MARKETS, INC.
INTERCOASTAL CAPITAL MARKETS, INC.
BELLAMAH, NEUHAUSER & BARRETT, INC. | INTERCOASTAL CAPITAL MARKETS, INC. (ICM) | INTERCOASTAL CAPITAL MARKETS, INC.

CRD#: 83 / SEC#: , 8-9698

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
200 East Palmetto Park Road Suite 108, Boca Raton, FL 33432
Mailing Address
200 East Palmetto Park Road Suite 108, Boca Raton, FL 33432
Phone number
(561) 939-8282
Established
District of Columbia since 07/26/1960
Firm type
Corporation
Fiscal year end
May
Firm Size
Small
# of Employees

FINRA licenses (38 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#
TRIFECTA GROUP HOLDINGS LLCOWNER
BIRD, CARL DAVID JR.CHIEF EXECUTIVE OFFICER4482416
ROGERS, JOHN WILLIAM JRPRESIDENT, CHIEF COMPLIANCE OFFICER2424004
SINGER, STEVEN FREDERICCHIEF FINANCIAL OFFICER, COO, FINOP2360737

Disclosures

Regulatory Event9
Arbitration2
Bond1

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

INTERCOASTAL CAPITAL MARKETS, INC.

INTERCOASTAL CAPITAL MARKETS, INC.

CRD#: 83

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