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Vincent M. Campasano

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CRD#: 2668252
VC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Vincent Marshall Campasano, who also goes by Jim Campasano, was a registered financial professional .

Vincent is a previously registered financial professional and started their career in finance in 1995. Vincent had worked at 6 firms and has passed the Series 65, Series 63, Series 56, Series 3, Series 7 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jim Campasano

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

January 7, 2016 - August 22, 2016

MARSHALL JAMES CAPITAL

RIA
CRD#: 281247
SIMSBURY, CT
Past

June 28, 2012 - January 3, 2013

G-2 TRADING,LLC

BD
CRD#: 44018
NEW YORK, NY
Past

April 19, 2010 - May 14, 2012

MARSHALL JAMES CAPITAL, LLC

RIA
CRD#: 152794
WEST SIMSBURY, CT
Past

May 20, 1998 - July 8, 1999

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

April 24, 1996 - June 23, 1998

AIG INTERNATIONAL SECURITIES INC.

BD
CRD#: 30647
GREENWICH, CT
Past

December 11, 1995 - February 16, 1996

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY

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: 12/29/2009
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 56
Date: 6/27/2012
Proprietary Trader Qualification Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


MJ
MARSHALL JAMES CAPITAL
MARSHALL JAMES CAPITAL | MARSHALL JAMES CAPITAL, LLC

CRD#: 281247 / SEC#:

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Contact information


Main Address
Simsbury, CT
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


MARSHALL JAMES CAPITAL

CRD#: 281247

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