Jeffrey M. Zinn
Professional summary
Jeffrey Marc Zinn is a registered financial professional currently at TAG CAPITAL PARTNERS located in New York, New York.
Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 1995. Jeffrey has worked at 7 firms and has passed the Series 63, Series 79TO, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jeffrey Marc Zinn's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 1, 2025 - Present
TAG CAPITAL PARTNERS
Office #1: 275 Madison Ave 30th Floor, New York, NY 10016November 11, 2024 - July 15, 2025
STONEHAVEN, LLC
February 16, 2011 - September 4, 2015
JEFFERIES LLC
August 5, 2009 - February 24, 2011
COHEN & COMPANY SECURITIES, LLC
November 4, 2008 - July 31, 2009
BEDROK SECURITIES LLC
March 23, 1998 - November 6, 2008
BANC OF AMERICA SECURITIES LLC
November 21, 1995 - March 18, 1998
UBS 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
(10/30/2025)
(10/30/2025)
(6/1/2025)
Exams
Series 79TO
Date: 10/23/2025
Investment Banking Registered Representative ExaminationSeries 7TO
Date: 11/11/2024
General Securities Representative ExaminationFINRA
Current Firm
TAG CAPITAL PARTNERS
CRD#: 318850 / SEC#: , 8-70927
Contact information
FINRA licenses (51 States and Territories)
Documents
Red Flags
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