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JC

Jeffrey M. Canouse

WELLFLEET INVESTMENTS
FLORAL PARK, NY 11001
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CRD#: 2661573
JC
Jeffrey Michael CanouseWELLFLEET INVESTMENTS

Professional summary


Jeffrey Michael Canouse, who also goes by Jeff Canouse, is a registered financial professional currently at WELLFLEET INVESTMENTS LLC located in Floral Park, New York.

Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 1995. Jeffrey has worked at 6 firms and has passed the Series 63, Series 7TO, SIE and Series 7 exams.

Aliases


Jeff Canouse

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) - BD


Click below to view Jeffrey Michael Canouse'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

April 2, 2025 - Present

WELLFLEET INVESTMENTS LLC

Office #1: 85-87 Covert Avenue 2nd Floor Rear Left, Floral Park, NY 11001
BD
CRD#: 18488
FLORAL PARK, NY
Past

August 4, 2008 - November 4, 2008

BRIDGE CAPITAL ASSOCIATES, INC.

BD
CRD#: 143475
ALPHARETTA, GA
Past

February 6, 2004 - July 31, 2008

JPC CAPITAL PARTNERS, INC.

BD
CRD#: 47362
ALPHARETTA, GA
Past

February 23, 1998 - February 4, 2004

J.P. CAREY SECURITIES, INC.

BD
CRD#: 43646
ALPHARETTA, GA
Past

January 4, 1996 - March 1, 1996

FAIRCHILD FINANCIAL GROUP, INC.

BD
CRD#: 21404
NEW YORK, NY
Past

December 13, 1995 - January 24, 1996

DISCOVERY CAPITAL GROUP

BD
CRD#: 29355
CORAL SPRINGS, FL

State Registrations and Notice Filings


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

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
Florida
(4/3/2025)
RR
Georgia
(4/7/2025)
RR
Illinois
(11/26/2025)
RR
Massachusetts
(12/16/2025)
RR
New York
(5/9/2025)
RR
Pennsylvania
(4/10/2025)
RR
Puerto Rico
(8/22/2025)
RR
Texas
(8/21/2025)
RR
Virginia
(6/9/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 4/3/2025
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/12/2024
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


WI
WELLFLEET INVESTMENTS LLC
WELLFLEET CAPITAL & INVESTMENT MANAGEMENT COMPANY | WELLFLEET INVESTMENTS LLC | WELLFLEET CAPITAL COMPANY

CRD#: 18488 / SEC#: , 8-36769

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


Main Address
85-87 Covert Avenue 2nd Floor Rear Left, Floral Park, NY 11001
Mailing Address
Po Box 222142, Great Neck, NY 11022-2142
Phone number
(516) 487-7450
Established
New York since 02/17/1998
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (10 States and Territories)


Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
J.P. CAREY CAPITAL MARKETS LLCOWNER
BEGA, JEFFREYPRESIDENT/COO/CFO/PFO/FINOP
PRIMAVERA, PATRICK JOSEPHDIRECTOR3124567
SILVER, SCOTT MICHAELCCO2290261

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


WELLFLEET INVESTMENTS LLC

CRD#: 18488Floral Park, NY 11001

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