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JJ

Jeffrey A. Jacobus

BLUEFIN CAPITAL MANAGEMENT
Fort Lauderdale, FL 33301
Some features on this profile are disabled
CRD#: 2731296
JJ

Professional summary

Jeffrey A Jacobus is a registered financial professional currently at BLUEFIN CAPITAL MANAGEMENT, LLC located in Fort Lauderdale, Florida.

Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 2015. Jeffrey has worked at 1 firm and has passed the Series 57TO, SIE and Series 14 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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 A Jacobus's 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

September 9, 2015 - Present

BLUEFIN CAPITAL MANAGEMENT, LLC

Office #1: 333 Los Olas Way, Fort Lauderdale, FL 33301
BD
CRD#: 113892
Fort Lauderdale, FL

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

General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
SRO Registrations
RR
Cboe BYX Exchange, Inc.
SRO Registrations
RR
Cboe BZX Exchange, Inc.
SRO Registrations
RR
FINRA
SRO Registrations
RR
Investors' Exchange LLC
SRO Registrations
RR
NYSE Arca, Inc.
SRO Registrations
RR
Nasdaq PHLX LLC

Current Firm

BC
BLUEFIN CAPITAL MANAGEMENT, LLC
BLUEFIN CAPITAL MANAGEMENT, LLC | BLUEFIN TRADING, LLC

CRD#: 113892 / SEC#: , 8-53382

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information

Main Address
41 Madison Avenue 36th Floor, New York, NY 10010
Mailing Address
41 Madison Avenue 36th Floor, New York, NY 10010
Phone number
(212) 457-9150
Established
New York since 05/07/2001
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

Documents

Direct owners and executive officers

NamePositionCRD#
BLUEFIN HOLDINGS II, L.P.SOLE MEMBER
CHAN, BERTRAND KERWINMANAGER2838159
DUQUETTE, ARTHUR JAMESMANAGER3158046
JACOBUS, JEFFREY ACHIEF COMPLIANCE OFFICER2731296
KOLE, MICHAEL HOWARDCFO/ FINOP4854378
KRAMER, SCOTT MATTHEWMANAGER4422410
ZAVILEVICH, GENNADYMANAGER4071735

Disclosures

Regulatory Event18

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

BLUEFIN CAPITAL MANAGEMENT, LLC

CRD#: 113892Fort Lauderdale, FL 33301

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