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JA

Jason T. Adelman

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CRD#: 2765517
JA

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.

Jason Theodore Adelman, who also goes by Jason T Adelman, was a registered financial professional .

Jason is a previously registered financial professional and started their career in finance in 1996. Jason had worked at 7 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jason T Adelman

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

November 18, 2008 - March 27, 2017

BURNHAM HILL PARTNERS LLC

BD
CRD#: 148000
NEW YORK CITY, NY
Past

July 25, 2003 - December 19, 2008

PALI CAPITAL, INC.

BD
CRD#: 117783
NEW YORK, NY
Past

September 28, 1999 - September 2, 2003

H.C.WAINWRIGHT & CO., LLC

BD
CRD#: 375
NEW YORK, NY
Past

February 5, 1999 - September 14, 1999

DRAKE & COMPANY, INC.

BD
CRD#: 16227
NEW YORK, NY
Past

August 18, 1997 - February 5, 1999

PARAGON CAPITAL MARKETS, INC.

BD
CRD#: 18555
EAST HANOVER, NJ
Past

September 30, 1996 - August 20, 1997

AUGMENT SECURITIES INC.

BD
CRD#: 28373
NEW YORK, NY
Past

August 12, 1996 - October 22, 1996

QUEST CAPITAL STRATEGIES, INC.

BD
CRD#: 16783
LAGUNA HILLS, CA

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
RR
Series 63
Date: 8/8/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


BH
BURNHAM HILL PARTNERS LLC
BURNHAM HILL PARTNERS LLC

CRD#: 148000 / SEC#: , 8-67950

BD
Terminated by SEC on 03/27/2017
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 07/31/2003
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BURNHAM HILL CAPITAL GROUPOWNER OF 100% OF BROKER/DEALER
ABRAMS, MICHAEL SCOTTPARTNER2279708
ADELMAN, JASON THEODOREMANAGING MEMBER2765517
ADELMAN, JASON THEODORECHIEF COMPLIANCE OFFICER2765517
MACK, ALEXANDER HERBERTFINANCIAL AND OPERATIONS PRINCIPAL4805607

Disclosures


Regulatory Event1

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


BURNHAM HILL PARTNERS LLC

CRD#: 148000

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