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JN

Jeffrey F. Newsome

VELOCITY CLEARING
New York, NY 10038
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CRD#: 2779313
JN

Professional summary


Jeffrey Fitzgerald Newsome, who also goes by Jeff Newsome, Jeffrey Fitzgerald Newsome, is a registered financial professional currently at VELOCITY CLEARING, LLC located in New York, New York.

Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 1997. Jeffrey has worked at 6 firms and has passed the Series 63, Series 57TO, SIE, Series 19, Series 55, Series 7 and Series 11 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jeff Newsome | Jeffrey Fitzgerald Newsome

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 Fitzgerald Newsome'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

April 13, 2023 - Present

VELOCITY CLEARING, LLC

Office #1: 199 Water Street 17th Floor, New York, NY 10038
BD
CRD#: 126588
New York, NY
Past

January 4, 2017 - April 5, 2023

DRIVEWEALTH INSTITUTIONAL LLC

BD
CRD#: 33038
NEW YORK, NY
Past

April 17, 2012 - December 31, 2016

MONTECITO ADVISORS, INC.

BD
CRD#: 104004
NEW YORK, NY
Past

April 25, 2007 - April 17, 2012

SLOAN SECURITIES CORP.

BD
CRD#: 17930
NEW YORK, NY
Past

August 11, 2006 - April 25, 2007

LEEB BROKERAGE SERVICES, INC.

BD
CRD#: 46195
NEW YORK, NY
Past

October 17, 2005 - July 21, 2006

LEEB BROKERAGE SERVICES, INC.

BD
CRD#: 46195
NEW YORK, NY
Past

July 1, 1997 - September 26, 2005

CITATION FINANCIAL GROUP, L.P.

BD
CRD#: 28305
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
(4/13/2023)
RR
Colorado
(4/13/2023)
RR
Connecticut
(4/13/2023)
RR
Florida
(4/13/2023)
RR
Maryland
(4/13/2023)
RR
Massachusetts
(4/13/2023)
RR
Minnesota
(4/13/2023)
RR
New Jersey
(4/13/2023)
RR
New York
(4/13/2023)
RR
Rhode Island
(4/13/2023)
RR
Texas
(4/13/2023)
RR
Utah
(4/13/2023)
RR
Washington
(4/13/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 8/27/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 19
Date: 10/12/2017
NYSE Floor Clerk - Equities Examination
General Industry/Product Exam
RR
Series 55
Date: 3/28/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 11
Date: 6/23/1997
Assistant Representative-Order Processing Qualification Exam
SRO Registrations
RR
Cboe BYX Exchange, Inc.
SRO Registrations
RR
Cboe BZX Exchange, Inc.
SRO Registrations
RR
Cboe EDGA Exchange, Inc.
SRO Registrations
RR
Cboe EDGX Exchange, Inc.
SRO Registrations
RR
Cboe Exchange, Inc.
SRO Registrations
RR
FINRA
SRO Registrations
RR
Investors' Exchange LLC
SRO Registrations
RR
MEMX LLC
SRO Registrations
RR
MIAX PEARL, LLC
SRO Registrations
RR
NYSE Arca, Inc.
SRO Registrations
RR
Nasdaq BX, Inc.
SRO Registrations
RR
Nasdaq PHLX LLC
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange

Current Firm


VC
VELOCITY CLEARING, LLC
GUARDIAN TRADING | VELOCITY PRIME SERVICES | VELOCITY EXECUTION SERVICES | VELOCITY CLEARING, LLC | QUANTEX CLEARING, LLC | NYFIX SECURITIES LLC | NYFIX SECURITIES CORPORATION | NYFIX CLEARING CORPORATION

CRD#: 126588 / SEC#: , 8-65894

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


Main Address
1301 Route 36 Suite 103, Hazlet, NJ 07730
Mailing Address
1301 Route 36 Suite 103, Hazlet, NJ 07730
Phone number
(201) 706-7157
Established
Delaware since 06/11/2010
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

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 / FINRA)

Direct owners and executive officers


NamePositionCRD#
VCT HOLDINGS, LLCSOLE MEMBER
BRACERO, FRANK WILLIAMCHIEF FINANCIAL OFFICER/FINOP2178318
CALICE, ROBERT PEERCHIEF OPERATIONS OFFICER2759949
CRAWFORD, LAURA LYNNCHIEF COMPLIANCE OFFICER2666224
LOGAN, MICHAEL JAMESCHIEF EXECUTIVE OFFICER5763098
SCHAEFFER, BRIAN KEITHPRESIDENT3063403

Disclosures


Regulatory Event19

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


VELOCITY CLEARING, LLC

CRD#: 126588New York, NY 10038

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