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JG

James M. Gustafson

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CRD#: 2821312
JG

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.

James Michael Gustafson JR, who also goes by James Michael Gustafson, was a registered financial professional .

James is a previously registered financial professional and started their career in finance in 1996. James had worked at 18 firms and has passed the Series 63, SIE and Series 62 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


James Michael Gustafson

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

February 15, 2019 - December 20, 2019

THINKEQUITY LLC

BD
CRD#: 20996
Hicksville, NY
Past

May 15, 2018 - March 15, 2019

JOSEPH STONE CAPITAL L.L.C.

BD
CRD#: 159744
NEW YORK, NY
Past

May 24, 2016 - June 20, 2016

DAWSON JAMES SECURITIES, INC.

BD
CRD#: 130645
NEW YORK, NY
Past

February 24, 2016 - May 24, 2016

LAMPERT CAPITAL MARKETS INC.

BD
CRD#: 103725
NEW YORK, NY
Past

May 5, 2015 - February 10, 2016

PHX FINANCIAL, INC.

BD
CRD#: 144403
NEW YORK, NY
Past

October 28, 2014 - November 24, 2014

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
NEW YORK, NY
Past

April 14, 2014 - October 3, 2014

GLOBAL ARENA CAPITAL CORP

BD
CRD#: 16871
NEW YORK, NY
Past

February 11, 2013 - April 11, 2014

LAMPERT CAPITAL MARKETS INC.

BD
CRD#: 103725
NEW YORK, NY
Past

June 1, 2011 - April 13, 2012

HALCYON CABOT PARTNERS, LTD.

BD
CRD#: 32664
NEW YORK, NY
Past

May 13, 2010 - October 15, 2010

FORGE FINANCIAL GROUP, INC.

BD
CRD#: 100020
NEW YORK, NY
Past

February 15, 2008 - March 9, 2010

WESTROCK ADVISORS, INC.

BD
CRD#: 114338
NEW YORK, NY
Past

February 11, 2008 - February 15, 2008

DAWSON JAMES SECURITIES, INC.

BD
CRD#: 130645
NEW YORK, NY
Past

March 24, 2003 - February 11, 2008

CAPITAL GROWTH FINANCIAL, LLC

BD
CRD#: 41040
NEW YORK, NY
Past

January 24, 2003 - March 31, 2003

PARK CAPITAL SECURITIES, LLC

BD
CRD#: 104206
NEW YORK, NY
Past

July 19, 2002 - August 28, 2002

GRANTA CAPITAL GROUP LLC

BD
CRD#: 114657
NEW YORK, NY
Past

January 11, 2001 - October 17, 2001

WEATHERLY SECURITIES CORPORATION

BD
CRD#: 11081
NEW YORK, NY
Past

March 10, 1999 - December 20, 2000

KEATON FINANCIAL SERVICES, INC.

BD
CRD#: 40467
HACKENSACK, NJ
Past

May 14, 1998 - December 23, 1998

KEATON FINANCIAL SERVICES, INC.

BD
CRD#: 40467
HACKENSACK, NJ
Past

October 7, 1997 - January 8, 1998

WALSH MANNING SECURITIES, LLC

BD
CRD#: 30826
Past

May 15, 1997 - July 8, 1997

COLEMAN & COMPANY SECURITIES, INC.

BD
CRD#: 1486
NEW YORK, NY
Past

December 23, 1996 - April 30, 1997

EASTBROOK CAPITAL GROUP LLC

BD
CRD#: 39781
NEW YORK, NY

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: 2/18/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 12/20/1996
Corporate Securities Limited Representative Examination

Current Firm


TL
THINKEQUITY LLC
FORDHAM FINANCIAL MANAGEMENT, INC. | THINKEQUITY LLC

CRD#: 20996 / SEC#: , 8-38622

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


Main Address
17 State Street 41st Floor, New York, NY, 10004
Mailing Address
17 State Street 41st Floor, New York, NY, 10004
Phone number
(212) 732-8500
Established
Delaware since 08/13/2021
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#
JAIGOBIND, RAMNARAIN JOSEPH JRCHIEF EXECUTIVE OFFICER, GENERAL PRINCIPAL2273469
FORDHAM HOLDING GROUP, INC.SHAREHOLDER
BAQUET, EDWARD MANUELOPTIONS PRINCIPAL4986983
BAQUET, WILLIAMGENERAL PRINCIPAL, PRESIDENT, DIRECTOR, SECRETARY, TREASURER, HEAD OF TRADING, NYSE GP, NYSE GS CHIEF OPERATING OFFICER1332676
BOYLE, BRUCECOMPLIANCE OFFICER, OPTIONS PRINCIPAL1796066
CHOUDHARY, CHIRAGHEAD OF EQUITY CAPITAL MARKETS AND INSTITUTIONAL SALES4534379
GIORDANO, CHARLES FRANCISMANAGING DIRECTOR, GENERAL PRINCIPAL2124257
HENDERSON, PHYLLIS ANNECHIEF COMPLIANCE OFFICER, AML COMPLIANCE OFFICER, NYSE GP, NYSE GS1343053
HILDER, DAVID BRUCESUPERVISORY ANALYST, RESEARCH PRINCIPAL2178978
KRIM, ALAN MITCHELLCFO, FINOP, NYSE FI2785337
KUMAR, ASHOKMANAGING DIRECTOR, RESEARCH2374960
LORD, ERICHEAD OF INVESTMENT BANKING5232206
MANCUSO, PETER VINCENTMANAGING DIRECTOR, EQUITY TRADING, NYSE COMPLIANCE OFFICER, FLOOR SUPERVISOR2357435
MANGAN, KEVIN ROBERTMANAGING DIRECTOR, HEAD OF EQUITY SYNDICATE5365766
MOHAMMED, SABRINA JASMINEFINOP7151560
QUARTUCCIO, PHILIP PAULMANAGING DIRECTOR, HEAD OF GLOBAL TRADING2397864
ROTHBAUM, SCOTTSUPERVISOR - SALES5237026
SINGER, JEFFREY DAVIDHEAD OF DEBT CAPITAL MARKETS4829339
SKOP, CRAIG MICHAELS-24 SUPERVISOR - CORPORATE ACCESS2301924

Disclosures


Regulatory Event8
Arbitration2

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


THINKEQUITY LLC

CRD#: 20996

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