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JF

Jessie A. Fabiano

MONEY CONCEPTS CAPITAL CORP
Thibodaux, LA
Some features on this profile are disabled
CRD#: 2638870
JF

Professional summary


Jessie Anthony Fabiano, who also goes by Jessie A Fabiano, is a registered financial advisor currently at MONEY CONCEPTS CAPITAL CORP located in Thibodaux, Louisiana.

Jessie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Jessie has worked at 14 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Jessie A Fabiano

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.
1. DBA Fabiano Financial Group, Board of Directors, Officer, President, Owner, investment related, 80% time spent on activity during securities hrs. 2. Annexus Athene BCA 12 Elevate, since 12/1/2018. Agent, BCA 12 Annexus Athene Product. Non-investment related, 1-10% time spent on activity during securities hrs.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Jessie Anthony Fabiano's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD


Click below to view Jessie Anthony Fabiano's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

December 16, 2013 - Present

MONEY CONCEPTS CAPITAL CORP

RIA
BD
CRD#: 12963
Thibodaux, LA
Current

December 16, 2013 - Present

MONEY CONCEPTS CAPITAL CORP

RIA
BD
CRD#: 12963
Thibodaux, LA
Past

July 30, 2013 - December 17, 2013

INVESTMENT PROFESSIONALS, INC.

RIA
CRD#: 30184
MORGAN CITY, LA
Past

July 30, 2013 - December 17, 2013

INVESTMENT PROFESSIONALS, INC.

BD
CRD#: 30184
MORGAN CITY, LA
Past

September 22, 2008 - July 31, 2013

MONEY CONCEPTS CAPITAL CORP

RIA
CRD#: 12963
THIBODAUX, LA
Past

September 22, 2008 - July 31, 2013

MONEY CONCEPTS CAPITAL CORP

BD
CRD#: 12963
THIBODAUX, LA
Past

February 23, 2005 - September 26, 2008

VOYA FINANCIAL ADVISORS, INC.

RIA
CRD#: 2882
THIBODAUX, LA
Past

December 1, 2004 - September 26, 2008

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
THIBODAUX, LA
Past

May 24, 2004 - December 3, 2004

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
THOBODANY, LA
Past

April 22, 2004 - December 3, 2004

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

April 22, 2004 - December 3, 2004

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

August 19, 2002 - April 20, 2004

MONEY CONCEPTS CAPITAL CORP

BD
CRD#: 12963
PALM BEACH GARDENS, FL
Past

October 31, 2001 - November 2, 2001

CETERA ADVISORS LLC

BD
CRD#: 10299
GREENWOOD VILLAGE, CO
Past

October 1, 2001 - August 19, 2002

IFG NETWORK SECURITIES, INC.

BD
CRD#: 19948
ATLANTA, GA
Past

August 10, 1999 - October 2, 2001

LEGEND EQUITIES CORPORATION

BD
CRD#: 30999
PALM BEACH GARDENS, FL
Past

July 10, 1998 - August 28, 1999

HARGER AND COMPANY, INC.

BD
CRD#: 10385
BATON ROUGE, LA
Past

October 30, 1997 - July 27, 1998

WMA SECURITIES, INC.

BD
CRD#: 32625
DULUTH, GA
Past

May 14, 1997 - November 14, 1997

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

May 15, 1996 - May 12, 1997

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE
Past

March 4, 1996 - May 17, 1996

CAPITAL ONE INVESTMENTS, LLC

BD
CRD#: 17526
NEW ORLEANS, LA
Past

September 27, 1995 - January 30, 1996

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MC
MONEY CONCEPTS CAPITAL CORP
INTERNATIONAL FINANCIAL SERVICES CAPITAL CORPORATION | MONEY CONCEPTS CAPITAL CORP | MONEY CONCEPTS ADVISORY SERVICE

CRD#: 12963 / SEC#: 801-39736, 8-29671

RIA
Registered Investment Advisory firm - SEC (10/7/1991 Approved)
Virgin Islands
Registered Investment Advisory firm - SEC (10/28/2020 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)

State Registrations and Notice Filings


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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Louisiana
(12/16/2013)
IAR
Louisiana
(12/16/2013)
RR
Massachusetts
(11/28/2018)
RR
Texas
(1/3/2014)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/12/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


MC
MONEY CONCEPTS CAPITAL CORP
INTERNATIONAL FINANCIAL SERVICES CAPITAL CORPORATION | MONEY CONCEPTS CAPITAL CORP | MONEY CONCEPTS ADVISORY SERVICE

CRD#: 12963 / SEC#: 801-39736, 8-29671

RIA
Registered Investment Advisory firm - SEC (10/7/1991 Approved)
Virgin Islands
Registered Investment Advisory firm - SEC (10/28/2020 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information


Main Address
11440 Jog Road, Palm Beach Gardens, FL 33418
Mailing Address
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764
Phone number
(561) 472-2000
Established
Florida since 06/23/1982
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees
431

SEC notice filing (53 States and Territories)


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

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 / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

MONEY CONCEPTS ADVISORY SERVICE FORM ADV PART 2A (3/20/2025)

Direct owners and executive officers


NamePositionCRD#
MONEY CONCEPTS INTERNATIONAL, INCOWNS 100% OF MONEY CONCEPTS CAPITAL CORP.
BARNETT, CHERYL MORRISVICE PRESIDENT | COMPLIANCE OFFICER1795785
MATOS, LIZA MARIAVICE PRESIDENT | COMPLIANCE OFFICER4371969
RITTMAN, BARRY RICHARDVICE PRESIDENT | CHIEF FINANCIAL OFFICER1997994
WALSH, DENIS STEPHENPRESIDENT | CHIEF EXECUTIVE OFFICER1124278
WALSH, JAMES EDWARDVICE PRESIDENT | ADVERTISING AND COMMUNICATIONS2275368
WALSH, MARY THERESESR VICE PRESIDENT | CHIEF COMPLIANCE OFFICER2829444

Regulatory assets under management


Total Number of Accounts14,898
AUM (Assets Under Management)$ 3,328,625,395

Disclosures


Regulatory Event8
Arbitration3

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


MONEY CONCEPTS CAPITAL CORP

CRD#: 12963Thibodaux, LA

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