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JK

Jared M. Kurtzer

AMERICAN VETERANS GROUP, PBC
Melville, NY 11747
Some features on this profile are disabled
CRD#: 2726672
JK

Professional summary


Jared Michael Kurtzer, who also goes by Jared M Kurtzer, is a registered financial professional currently at AMERICAN VETERANS GROUP, PBC located in Melville, New York.

Jared is registered as a RR (Registered Representative) and started their career in finance in 1997. Jared has worked at 3 firms and has passed the Series 63, Series 79TO, Series 57TO, Series 82TO, SIE, Series 55, Series 3, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jared M Kurtzer

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 Jared Michael Kurtzer'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

October 16, 2018 - Present

AMERICAN VETERANS GROUP, PBC

Office #1: 324 S. Service Road Suite 107, Melville, NY 11747
BD
CRD#: 291933
Melville, NY
Past

December 12, 2000 - October 15, 2018

GATES CAPITAL CORPORATION

BD
CRD#: 29582
NEW YORK, NY
Past

June 3, 1997 - December 4, 2000

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.

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
California
(3/1/2019)
RR
Connecticut
(10/16/2018)
RR
Florida
(4/8/2019)
RR
Illinois
(6/3/2020)
RR
New Jersey
(10/16/2018)
RR
New York
(10/16/2018)
RR
Oregon
(3/28/2019)
RR
Pennsylvania
(3/25/2019)

Exams


State Security Law Exam
RR
Series 63
Date: 10/3/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
RR
Series 82TO
Date: 1/2/2023
Limited Representative-Private Securities Offerings
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 5/17/2010
Limited Representative-Equity Trader Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


AV
AMERICAN VETERANS GROUP, PBC
AMERICAN VETERANS GROUP, PBC

CRD#: 291933 / SEC#: , 8-70063

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


Main Address
324 S. Service Road Suite 107, Melville, NY 11747
Mailing Address
324 S. Service Road Suite 107, Melville, NY 11747
Phone number
(646) 933-8387
Established
Delaware since 10/20/2017
Firm type
Corporation
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (13 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
BILES, WILLIAM BCHAIRMAN / CEO6509954
AMERICAN VETS GROUP FOUNDATION, INC.SHAREHOLDER
FRAZIER, WILLIAM HENRYPARTNER1031058
KURTZER, JARED MICHAELMANAGING PARTNER2726672
CARROLL, PAUL COURTNEYCHIEF COMPLIANCE OFFICER4655374
NIXON, JON ALANFINOP

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


AMERICAN VETERANS GROUP, PBC

CRD#: 291933Melville, NY 11747

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