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CJ

Christopher S. Jordan

BULL MARKET SECURITIES
Miami, FL 33130
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CRD#: 2843281
CJ

Professional summary


Christopher Shane Jordan, who also goes by Shane Jordan, is a registered financial professional currently at BULL MARKET SECURITIES, INC. located in Miami, Florida and ALLARIA SECURITIES, LLC located in Miami, Florida.

Christopher is registered as a RR (Registered Representative) and started their career in finance in 1998. Christopher has worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 3, Series 14, Series 24, Series 30, Series 9 and Series 10 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Shane Jordan

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 Christopher Shane Jordan'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

October 31, 2016 - Present

BULL MARKET SECURITIES, INC.

Office #1: 175 Sw 7th Street Suite 1616, Miami, FL 33130Office #2: 175 Sw 7th Street Suite 1616, Miami, FL 33130
BD
CRD#: 282480
Miami, FL
Current

March 11, 2019 - Present

ALLARIA SECURITIES, LLC

Office #1: 1110 Brickell Avenue Suite 603, Miami, FL 33131
BD
CRD#: 286504
Miami, FL
Current

April 18, 2024 - Present

M. S. HOWELLS & CO.

Office #1: 23350 N. Pima Rd., Scottsdale, AZ 85255
BD
CRD#: 104100
Scottsdale, AZ
Current

February 13, 2025 - Present

ELEVATION, LLC

Office #1: 6836 Carnegie Boulevard Suite 240, Charlotte, NC 28211
BD
CRD#: 140341
Charlotte, NC
Current

November 5, 2025 - Present

Office #1: 300 Park Avenue South, Fl 9, New York, NY 10010
NEW YORK, NY
Past

April 4, 2018 - October 17, 2019

AUSTIN ATLANTIC CAPITAL INC.

BD
CRD#: 43981
CORAL GABLES, FL
Past

March 8, 2016 - April 4, 2018

ACP SECURITIES, LLC

BD
CRD#: 139049
MIAMI, FL
Past

May 28, 2014 - June 15, 2015

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
FORT LAUDERDALE, FL
Past

May 27, 2014 - June 15, 2015

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
FORT LAUDERDALE, FL
Past

April 18, 2013 - February 10, 2014

MORGAN STANLEY

RIA
CRD#: 149777
SAN DIEGO, CA
Past

April 18, 2013 - February 10, 2014

MORGAN STANLEY

BD
CRD#: 149777
SAN DIEGO, CA
Past

September 24, 2012 - February 15, 2013

MORGAN STANLEY

RIA
CRD#: 149777
BERKELEY, CA
Past

April 27, 2012 - February 15, 2013

MORGAN STANLEY

BD
CRD#: 149777
BERKELEY, CA
Past

October 7, 2010 - September 14, 2011

TRADESTATION SECURITIES, INC.

BD
CRD#: 39473
PLANTATION, FL
Past

December 12, 2003 - July 14, 2010

TRADESTATION SECURITIES, INC.

BD
CRD#: 39473
PLANTATION, FL
Past

January 1, 2001 - October 16, 2003

LEGG MASON WOOD WALKER, INCORPORATED

RIA
CRD#: 6555
BALTIMORE, MD
Past

May 18, 1999 - October 16, 2003

LEGG MASON WOOD WALKER, INCORPORATED

BD
CRD#: 6555
BALTIMORE, MD
Past

February 20, 1998 - April 30, 1999

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, 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
Arizona
(4/18/2024)
RR
California
(10/21/2019)
RR
Connecticut
(10/21/2019)
RR
Florida
(10/31/2016)
RR
Iowa
(10/21/2019)
RR
Massachusetts
(3/3/2021)
RR
New Mexico
(10/21/2019)
RR
New York
(10/21/2019)
RR
North Carolina
(2/13/2025)
RR
Texas
(10/21/2019)

Exams


State Security Law Exam
IAR
Series 65
Date: 9/22/2012
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 30
Date: 12/2/2005
NFA Branch Manager Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


EL
ELEVATION, LLC
ELEVATION SECURITIES | ELEVATION, LLC

CRD#: 140341 / SEC#: , 8-67306

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


Main Address
6836 Carnegie Boulevard Suite 240, Charlotte, NC 28211
Mailing Address
6836 Carnegie Boulevard Suite 240, Charlotte, NC 28211
Phone number
(704) 926-1100
Established
North Carolina since 12/27/2005
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 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#
SHEEHAN, PATRICK JAMESMANAGING MEMBER2053134
SARAH TRENT HARRIS IRREVOCABLE FAMILY TRUSTPASSIVE INVESTOR
BARTON ASSET MANAGEMENT, LLCPASSIVE INVESTOR
CARTER III, WARREN SMOOTPARTNER6751824
HARRIS, MATTHEW CARTERTRUSTEE6178227
LUCAS, CLAIRE TOURNEPASSIVE INVESTOR
LUCAS, HAINES DEMARESTPASSIVE INVESTOR
LUCAS, JOSIAH CHARLES TRENTTRUSTEE6178218
PEAK6 INVESTMENTS, L.P.PASSIVE INVESTOR
PETERSON, KELSEY CARL IIIREGISTERED OPTIONS PRINCIPAL6684459
SHEEHAN, JOHN MICHAEL BYRNEPARTNER, CEO2272269
SILVER, SCOTT MICHAELCHIEF COMPLIANCE OFFICER - CCO2290261

Disclosures


Regulatory Event7

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


ELEVATION, LLC

CRD#: 140341Miami, FL 33130

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