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JC

Jennifer M. Coffey

YOSEMITE EXECUTION PARTNERS
Lafayette, CA 94549
Some features on this profile are disabled
CRD#: 2857402
JC

Professional summary


Jennifer Molly Coffey, who also goes by Jennifer Molly Yourdon, is a registered financial professional currently at YOSEMITE EXECUTION PARTNERS INC. located in Lafayette, California.

Jennifer is registered as a RR (Registered Representative) and started their career in finance in 1999. Jennifer has worked at 5 firms and has passed the Series 63, SIE, Series 79, Series 7 and Series 3 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jennifer Molly Yourdon

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 Jennifer Molly Coffey's 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

August 5, 2014 - Present

YOSEMITE EXECUTION PARTNERS INC.

Office #1: 409 Read Dr., Lafayette, CA 94549
BD
CRD#: 165587
Lafayette, CA
Past

April 30, 2012 - January 2, 2015

INTER SECURITIES LTD.

BD
CRD#: 40733
SAN FRANCISCO, CA
Past

July 1, 2004 - August 4, 2004

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY
Past

January 1, 2001 - July 7, 2004

CREDIT SUISSE ASSET MANAGEMENT SECURITIES LLC

BD
CRD#: 15654
NEW YORK, NY
Past

January 13, 1999 - January 1, 2001

PERSHING LLC

BD
CRD#: 7560
JERSEY CITY, NJ

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
New York
(8/5/2014)

Exams


State Security Law Exam
RR
Series 63
Date: 4/30/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


YE
YOSEMITE EXECUTION PARTNERS INC.
SEEDCHANGE EXECUTION SERVICES INC. | YOSEMITE EXECUTION PARTNERS INC.

CRD#: 165587 / SEC#: , 8-69173

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


Main Address
409 Read Dr., Lafayette, CA 94549
Mailing Address
409 Read Dr., Lafayette, CA 94549
Phone number
(415) 264-1003
Established
Delaware since 05/08/2012
Firm type
Corporation
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (6 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
SEEDCHANGE INC.100% OWNER
BELHUMEUR, WILLIAM DANIELPRESIDENT & CEO / CCO4544803
POSTREL, HELENE BERSONFINOP2240945
SMITH, KEVIN DUANECHIEF OPERATING OFFICER

Disclosures


Regulatory Event1

Red Flags


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Company Information


YOSEMITE EXECUTION PARTNERS INC.

CRD#: 165587Lafayette, CA 94549

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