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EJ

Elvin B. Jasper

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CRD#: 2748125
EJ

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.

Elvin Boyce Jasper was a registered financial professional .

Elvin is a previously registered financial professional and started their career in finance in 1996. Elvin had worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 6 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.
1) NAME OF BUSINESS: JASPER FINANCIAL GROUP, LLC. POSITION: OWNER NATURE: SALES OF LIFE INSURANCE, ANNUITIES, HEALTH INSURANCE, DI MED SUPPLEMENTS, AND HOLDING TRUST FOR PERSONAL RENTAL PROPERTIES. INVESTMENT RELATED: YES NUMBER OF HOURS: 120 INVESTMENT RELATED HOURS: 120 START DATE: 01/01/1985 ADDRESS: 4550 E. ELMWOOD ST., MESA AZ 85205 DESCRIPTION: INSURANCE SALES, LIFE,HEALTH, ANNUITIES, DI,LTC, REVOCABLE LIVING�TRUSTS 2) NAME: GLENWOOD PROPERTIES; INV RELATED: YES; ADDRESS: 4360 EAST BROWN ROAD, SUITE 106 MESA, AZ 85205; NATURE: BUY PROPERTIES FOR RENTALS AND TO SELL FOR PROFIT; POSITION: PERSONAL INVESTOR; START DATE: 2010; HOURS/MONTH: LESS THAN 1; TRADING HOURS/MONTH: LESS THAN 1; DUTIES: PERSONAL INVESTOR

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

June 1, 2010 - July 1, 2024

MADISON AVENUE SECURITIES, LLC

RIA
CRD#: 23224
MESA, AZ
Past

June 1, 2010 - July 1, 2024

MADISON AVENUE SECURITIES, LLC

BD
CRD#: 23224
MESA, AZ
Past

May 30, 2008 - June 14, 2010

FIRST ALLIED SECURITIES, INC.

BD
CRD#: 32444
MESA, AZ
Past

January 1, 2007 - July 1, 2010

FIRST ALLIED ADVISORY SERVICES, INC.

RIA
CRD#: 137888
MESA, AZ
Past

July 11, 2006 - January 1, 2007

FFP ADVISORY SERVICES INC

RIA
CRD#: 110778
MESA, AZ
Past

September 29, 1997 - May 30, 2008

FFP SECURITIES, INC.

BD
CRD#: 16337
MESA, AZ
Past

June 17, 1996 - September 29, 1997

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
LOS ANGELES, CA

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MA
MADISON AVENUE SECURITIES, LLC
ASHLAND SECURITIES, INC. | MADISON AVENUE SECURITIES, LLC | MADISON AVENUE SECURITIES, INC. | MADISON AVENUE SECURITIES

CRD#: 23224 / SEC#: 801-69919, 8-40426

RIA
Registered Investment Advisory firm - SEC (2/24/2009 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)

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: 6/12/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


MA
MADISON AVENUE SECURITIES, LLC
ASHLAND SECURITIES, INC. | MADISON AVENUE SECURITIES, LLC | MADISON AVENUE SECURITIES, INC. | MADISON AVENUE SECURITIES

CRD#: 23224 / SEC#: 801-69919, 8-40426

RIA
Registered Investment Advisory firm - SEC (2/24/2009 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information


Main Address
13500 Evening Creek Dr N #555, San Diego, CA 92128
Mailing Address
13500 Evening Creek Dr N #555, San Diego, CA 92128
Phone number
(858) 207-1300
Established
Delaware since 05/05/2005
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees
93

SEC notice filing (50 States and Territories)


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

FINRA licenses (53 States and Territories)


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

Documents


Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

MADISON AVENUE SECURITIES FORM ADV PART 2A 3-26-2025 (10/3/2025)

Direct owners and executive officers


NamePositionCRD#
KT EQUITY PARTNERS II, LLCDIRECT OWNER
CALLANAN, DAVID JAMESMEMBER4237166
FIXSEN, VILAYPHONECHIEF OPERATING OFFICER4585926
FOSTER, CODY GRANTMEMBER4237075
JENSEN, GAIL MARIEDEPUTY CHIEF COMPLIANCE OFFICER1943705
MCNEES, MARTIN WILLIAMPRESIDENT3168410
METCALFE, INC.OWNER
PIERSON, MELISSA KAYCHIEF COMPLIANCE OFFICER1685017
SCHENDEL, JENNIFERMEMBER6136948
WOODS, SANDRA ANNFINOP6200533

Regulatory assets under management


Total Number of Accounts14,100
AUM (Assets Under Management)$ 2,038,801,712

Disclosures


Regulatory Event8
Arbitration1

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


MADISON AVENUE SECURITIES, LLC

CRD#: 23224

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