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JB

James E. Brainard

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CRD#: 28626
JB

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 Edwin Brainard, who also goes by Jim Brainard, was a registered financial professional .

James is a previously registered financial professional and started their career in finance in 1967. James had worked at 5 firms and has passed the Series 1 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jim Brainard

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

April 28, 1997 - March 31, 2003

QUEST SECURITIES, INC.

BD
CRD#: 6828
FAIR OAKS, CA
Past

October 3, 1978 - April 30, 1997

FOOTHILL SECURITIES, INC.

BD
CRD#: 1027
SANTA CLARA, CA
Past

October 4, 1973 - August 10, 1978

INVESTOGENIC SERVICES, INC.

BD
CRD#: 4076
Past

January 11, 1972 - November 14, 1973

VANGUARD SECURITIES, INC.

BD
CRD#: 851
Past

July 17, 1967 - February 14, 1972

PORTSMOUTH SQUARE EQUITY CORPORATION

BD
CRD#: 1000002

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


General Industry/Product Exam
RR
Series 1
Date: 7/13/1967
Registered Representative Examination

Current Firm


QS
QUEST SECURITIES, INC.
QUEST SECURITIES, INC.

CRD#: 6828 / SEC#: , 8-18273

BD
Terminated by SEC on 05/29/2017
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Contact information


Main Address
8080 Madison Avenue,suite 102a, Fair Oaks, CA 95628
Mailing Address
Phone number
Established
California since 01/16/1975
Firm type
Corporation
Fiscal year end
March
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
SCHOEN FAMILY TRUSTOWNER
BOE, HEATHER ANNCFO, VP, SECRETARY & CO-CHIEF COMPLIANCE OFFICER2651331
DOLORES A. SCHOENTRUSTEE
SCHOEN, ROBERT JOSEPHPRESIDENT, CHIEF COMPLIANCE OFFICER, MUNICIPAL PRINCIPAL414669
SCHOEN, ROBERT JOSEPHTRUSTEE414669

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


QUEST SECURITIES, INC.

CRD#: 6828

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