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JS

Jeffrey R. Shafer

COMMONGOOD SECURITIES LLC
Winter Park, FL 32789
Some features on this profile are disabled
CRD#: 2785447
JS

Professional summary

Jeffrey Ross Shafer, CFP®, who also goes by Jeff Shafer, is a registered financial professional currently at COMMONGOOD SECURITIES LLC located in Winter Park, Florida.

Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 1996. Jeffrey has worked at 5 firms and has passed the Series 63, Series 79TO, SIE, Series 7, Series 14 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jeff Shafer

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 Ross Shafer'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®
CFP®

Certified Financial Planner

Experience

Current

February 12, 2018 - Present

COMMONGOOD SECURITIES LLC

Office #1: 181 W Stovin Ave, Winter Park, FL 32789
BD
CRD#: 289317
Winter Park, FL
Past

June 15, 2017 - March 7, 2018

FRONTIER SOLUTIONS, LLC

BD
CRD#: 136102
Winter Park, FL
Past

January 20, 2017 - March 15, 2017

STRATCAP SECURITIES, LLC

BD
CRD#: 151152
NEW YORK, NY
Past

December 8, 1997 - April 18, 2016

CNL SECURITIES CORP.

BD
CRD#: 10356
ORLANDO, FL
Past

November 14, 1996 - November 19, 1997

INVESCO CAPITAL MARKETS, INC.

BD
CRD#: 6939
HOUSTON, TX

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
Alabama
(2/20/2020)
RR
Alaska
(9/19/2019)
RR
California
(4/4/2018)
RR
Colorado
(4/23/2018)
RR
Connecticut
(11/21/2019)
RR
Delaware
(9/17/2019)
RR
District of Columbia
(9/26/2019)
RR
Florida
(3/29/2018)
RR
Georgia
(8/10/2020)
RR
Hawaii
(5/14/2021)
RR
Idaho
(4/10/2018)
RR
Illinois
(11/5/2019)
RR
Indiana
(4/10/2019)
RR
Iowa
(8/15/2019)
RR
Kentucky
(8/19/2019)
RR
Maine
(10/11/2019)
RR
Maryland
(9/30/2019)
RR
Massachusetts
(4/12/2019)
RR
Michigan
(9/3/2020)
RR
Mississippi
(8/15/2019)
RR
Missouri
(10/4/2019)
RR
Montana
(10/21/2019)
RR
New Jersey
(3/29/2021)
RR
New York
(4/10/2018)
RR
North Carolina
(4/3/2019)
RR
Ohio
(9/5/2019)
RR
Oregon
(3/5/2019)
RR
Rhode Island
(8/15/2019)
RR
South Carolina
(9/24/2019)
RR
South Dakota
(8/15/2019)
RR
Texas
(4/30/2018)
RR
Utah
(8/15/2019)
RR
Washington
(8/11/2025)
RR
Wisconsin
(5/31/2019)

Exams

State Security Law Exam
RR
Series 63
Date: 3/10/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/12/1996
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/11/2003
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

CS
COMMONGOOD SECURITIES LLC
COMMONGOOD SECURITIES LLC

CRD#: 289317 / SEC#: , 8-69989

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

Main Address
181 W Stovin Ave, Winter Park, FL 32789
Mailing Address
P.o. Box 791, Winter Park, FL 32789
Phone number
(407) 476-5453
Established
Florida since 06/30/2017
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (34 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#
COMMONGOOD CAPITAL LLCDIRECT OWNER
CROSS, ANNAFINOP5894013
SHAFER, JEFFREY ROSSCEO/CCO2785447

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

COMMONGOOD SECURITIES LLC

CRD#: 289317Winter Park, FL 32789

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