Jeanpierre Ayala

I-BANKERS SECURITIES

Boca Raton, FL 33432

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CRD#: 2765730

Professional summary

Jeanpierre Ayala, who also goes by J P Ayala, is a registered financial professional currently at I-BANKERS SECURITIES, INC. located in Boca Raton, Florida.

Jeanpierre is registered as a RR (Registered Representative) and started their career in finance in 1998. Jeanpierre has worked at 8 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

J P Ayala

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 Jeanpierre Ayala'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

February 5, 2024 - Present

I-BANKERS SECURITIES, INC.

Office #1: 1200 N Federal Hwy Suite 215, Boca Raton, FL 33432Office #2: 1200 N Federal Hwy Suite 215, Boca Raton, FL 33432

CRD#: 41352

Boca Raton, FL

Past

January 3, 2020 - June 11, 2024

I-BANKERS DIRECT, LLC

CRD#: 167533

Ft. Lauderdale, FL

Past

August 28, 2017 - January 3, 2020

WESTPARK CAPITAL, INC.

CRD#: 39914

Fort Lauderdale, FL

Past

October 4, 2012 - September 20, 2017

LAIDLAW & COMPANY (UK) LTD.

CRD#: 119037

FT. LAUDERDALE, FL

Past

December 17, 2010 - October 5, 2012

DAWSON JAMES SECURITIES, INC.

CRD#: 130645

BOCA RATON, FL

Past

September 8, 2000 - December 20, 2010

NATIONAL SECURITIES CORPORATION

CRD#: 7569

BOCA RATON, FL

Past

November 9, 1999 - September 11, 2000

THE AGEAN GROUP, INC

CRD#: 30835

BOCA RATON, FL

Past

June 15, 1998 - October 4, 1999

LADENBURG THALMANN & CO. INC.

CRD#: 505

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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

Arkansas
(2/20/2024)

California
(2/12/2024)

Colorado
(2/14/2024)

Florida
(2/13/2024)

Georgia
(2/14/2024)

Illinois
(2/26/2024)

Kansas
(2/13/2024)

Kentucky
(2/13/2024)

Maryland
(2/15/2024)

Michigan
(2/14/2024)

Minnesota
(2/13/2024)

Nebraska
(2/27/2024)

New Jersey
(2/13/2024)

North Carolina
(6/27/2024)

Ohio
(2/12/2024)

South Carolina
(2/14/2024)

South Dakota
(7/18/2024)

Tennessee
(2/16/2024)

Texas
(2/14/2024)

Virgin Islands
(9/10/2024)

Wisconsin
(2/16/2024)

Exams

State Security Law Exam

Series 63

Date: 8/20/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/10/1998

General Securities Representative Examination

SRO Registrations

FINRA

SRO Registrations

Nasdaq Stock Market

Current Firm

I-BANKERS SECURITIES, INC.

I-BANKERS SECURITIES, INC. | MILLENNIUM FINANCIAL GROUP, INC. | IBS HOLDING CORPORATION

CRD#: 41352 / SEC#: , 8-49385

Broker-Dealer Firm Regulated by FINRA (Florida district office)

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Contact information

Main Address

1200 N Federal Hwy Suite 215, Boca Raton, FL 33432

Mailing Address

1200 N Federal Hwy Suite 215, Boca Raton, FL 33432

Phone number

(817) 980-9034

Established

Texas since 06/06/1996

Firm type

Corporation

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (49 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
MCCRORY, JAMES MICHAEL	BOARD CHAIRMAN/OWNER	2366988
LEONARD, SHELLEY KAY	OWNER	2401474
FLORIANI, PAOLO ERMENEGILDO	SHAREHOLDER	2760686
LEVIN, ALAN BRUCE	CFO	3073530
MCCLOSKEY, MATTHEW JOSEPH	PRESIDENT/CEO	3035438
THAYER, LARRY DANIEL JR	CHIEF COMPLIANCE OFFICER	4598879

Disclosures

Regulatory Event

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.

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Jeanpierre Ayala

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jeanpierre Ayala's CRS (Customer Relationship Summary).

Certified licenses

Experience

I-BANKERS DIRECT, LLC

WESTPARK CAPITAL, INC.

LAIDLAW & COMPANY (UK) LTD.

DAWSON JAMES SECURITIES, INC.

NATIONAL SECURITIES CORPORATION

THE AGEAN GROUP, INC

LADENBURG THALMANN & CO. INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 8/20/1998

SIE

Date: 10/1/2018

Series 7

Date: 6/10/1998

FINRA

Nasdaq Stock Market

Current Firm

I-BANKERS SECURITIES, INC.

Contact information

FINRA licenses (49 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

I-BANKERS SECURITIES, INC.

TRUST BUT VERIFY

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