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JK

Jeffrey A. Kahn

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CRD#: 263122
JK

Professional summary


Jeffrey Arthur Kahn was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Jeffrey is a previously registered financial professional and started their career in finance in 1970. Prior to being barred, Jeffrey had worked at 11 firms, which includes BROOKSTREET SECURITIES CORPORATION, T.R. WINSTON & COMPANY LLC, C. L. MCKINNEY & CO. INC., AMERICAN WESTERN SECURITIES INC., M. S. WIEN & CO. INC., SAMUEL B. FRANKLIN AND COMPANY INC., INVESTORS FINANCIAL SERVICES INC., INDUSTRY SAVINGS PLANS INC., J SHAPIRO COMPANY, FINANCIAL EQUITIES LTD., FIDLER SECURITIES CORPORATION.

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

July 22, 1996 - May 4, 2000

BROOKSTREET SECURITIES CORPORATION

BD
CRD#: 14667
SAN JUAN CAPISTRANO, CA
Past

November 17, 1989 - August 2, 1996

T.R. WINSTON & COMPANY, LLC

BD
CRD#: 10571
BEDMINSTER, NJ
Past

March 28, 1982 - September 28, 1989

C. L. MCKINNEY & CO., INC.

BD
CRD#: 2735
Past

October 13, 1981 - April 5, 1982

AMERICAN WESTERN SECURITIES, INC.

BD
CRD#: 7619
Past

March 4, 1980 - June 8, 1982

M. S. WIEN & CO., INC.

BD
CRD#: 541
Past

May 24, 1979 - March 14, 1980

C. L. MCKINNEY & CO., INC.

BD
CRD#: 2735
Past

December 29, 1977 - July 31, 1979

SAMUEL B. FRANKLIN AND COMPANY, INC.

BD
CRD#: 741
Past

December 2, 1975 - February 3, 1978

INVESTORS FINANCIAL SERVICES, INC.

BD
CRD#: 438
Past

February 14, 1975 - January 17, 1976

INDUSTRY SAVINGS PLANS, INC.

BD
CRD#: 425
Past

May 17, 1971 - April 23, 1973

J SHAPIRO COMPANY

BD
CRD#: 1000004
Past

July 6, 1970 - April 24, 1972

FINANCIAL EQUITIES, LTD.

BD
CRD#: 966
Past

March 13, 1970 - October 25, 1972

FIDLER SECURITIES CORPORATION

BD
CRD#: 1000001

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: 11/16/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 1
Date: 3/9/1970
Registered Representative Examination

Current Firm


BS
BROOKSTREET SECURITIES CORPORATION
BROOKSTREET CAPITAL MANAGEMENT | TMG SECURITIES, INC. | FINANCIAL MANAGEMENT ADVISORS,INC. | BROOKSTREET SECURITIES CORPORATION

CRD#: 14667 / SEC#: , 8-31032

BD
Cancelled by SEC on 10/26/2016
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 05/24/1982
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BROOKS FAMILY TRUST, STANLEY BROOKS TRUSTEESHAREHOLDER / OWNER
BROOKS, STANLEY CLIFTONPRESIDENT AND TRUSTEE OF BROOKSTREET FAMILY TRUST31684

Disclosures


Regulatory Event25
Civil Event1
Arbitration22

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


BROOKSTREET SECURITIES CORPORATION

CRD#: 14667

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