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Jerry Thomas Bileski

IBN FINANCIAL SERVICES
LIVERPOOL, NY
·CRD# 2896596·28 years experience

Professional Summary

Jerry Thomas Bileski, who also goes by Jay Bileski, is a registered financial advisor currently at IBN FINANCIAL SERVICES, INC. located in Liverpool, New York and REVERE SECURITIES LLC located in New York, New York. Jerry is registered as a RR (Registered Representative) and started their career in finance in 1997. Jerry has worked at 14 firms and has passed the Series 66, Series 63, Series 52TO, Series 99TO, SIE, Series 7, Series 9, Series...

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jay Bileski

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

28 years in the financial services industry

Current & Past Employments

IBN FINANCIAL SERVICES, INC.·CRD# 42360
RIA
BD
404 Old Liverpool Rd, Liverpool, NY 13088
July 25, 2023 - Present
REVERE SECURITIES LLC·CRD# 14178
BD
560 Lexington Avenue 16th Floor, New York, NY 10022
May 7, 2024 - Present
BOURNEHILL INVESTMENT SERVICES, INC.·CRD# 104003
BD
Uniondale, NY
March 7, 2022 - August 26, 2024
WORDEN CAPITAL MANAGEMENT LLC·CRD# 148366
BD
Garden City, NY
June 1, 2015 - September 10, 2020
FOUR POINTS CAPITAL PARTNERS LLC·CRD# 43149
BD
Westbury, NY
October 2, 2014 - June 2, 2015
INTERNATIONAL ASSETS ADVISORY, LLC·CRD# 10645
BD
Orlando, FL
September 16, 2014 - October 10, 2014
IAA FINANCIAL LLC·CRD# 6578
BD
Melville, NY
April 21, 2014 - October 10, 2014
GLOBAL ARENA CAPITAL CORP·CRD# 16871
BD
Melville, NY
March 6, 2013 - April 23, 2014
IAA FINANCIAL LLC·CRD# 6578
BD
Melville, NY
October 10, 2011 - July 13, 2012
LPL FINANCIAL LLC·CRD# 6413
RIA
Massapequa, NY
March 21, 2011 - September 29, 2011
LPL FINANCIAL LLC·CRD# 6413
BD
Massapequa, NY
March 21, 2011 - September 29, 2011
JHS CAPITAL ADVISORS, LLC·CRD# 112097
RIA
Melville, NY
November 14, 2007 - March 11, 2011
JHS CAPITAL ADVISORS, LLC·CRD# 112097
BD
Melville, NY
November 5, 2007 - March 11, 2011
BANC OF AMERICA INVESTMENT SERVICES, INC.·CRD# 16361
RIA
New York, NY
December 9, 2005 - November 2, 2007
BANC OF AMERICA INVESTMENT SERVICES, INC.·CRD# 16361
BD
New York, NY
January 11, 2005 - November 2, 2007
CITICORP INVESTMENT SERVICES·CRD# 23988
BD
Long Island City, NY
April 5, 2001 - December 17, 2004
CITICORP INVESTMENT SERVICES·CRD# 23988
BD
Long Island City, NY
January 31, 2000 - March 14, 2001
WOODSTOCK FINANCIAL GROUP, INC.·CRD# 38095
BD
Woodstock, GA
October 19, 1998 - January 13, 2000
GLOBAL CAPITAL MARKETS, LLC·CRD# 16191
BD
Melville, NY
December 24, 1997 - November 2, 1998

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Current Firm

RS
REVERE SECURITIES LLC

ASR DIVISION OF TRACK SECURITIES CORP | TRACK SECURITIES CORP. | REVERE WEALTH MANAGEMENT LLC | REVERE SECURITIES LLC | REVERE SECURITIES CORP. | M-W SECURITIES CORP. | BRIARCLIFF CAPITAL CORP.

CRD#: 14178 / SEC#: 8-30511
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)

Contact Information

Main Address

560 Lexington Avenue 16th Floor, New York, NY 10022

Mailing Address

560 Lexington Avenue 16th Floor, New York, NY 10022

Phone Number

(212) 688-2350

Established

Delaware since 12/31/2013

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
REVERE INVESTMENT HOLDINGS LLCSHAREHOLDER—
BODKIN, GREGORY PATRICKCHIEF COMPLIANCE OFFICER3008389
FULLMAN, SCOTT HOWARDPRESIDENT / CHIEF OPERATIONS OFFICER1516584
MORENO, WILLIAM FRANCISCEO / EXECUTIVE CHAIRMAN2801621
ZULUAGA, OSEASCFO / FINOP4186791

Disclosures

Regulatory Event

14

Arbitration

3

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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.

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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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Florida
(8/21/2025)
RR
New Jersey
(8/20/2025)
RR
New York
(7/25/2023)
RR
South Dakota
(2/18/2026)
RR
Washington
(3/25/2026)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Dec 2005About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Feb 1998About the Series 63 exam

Series 52TO — Municipal Securities Representative Examination

Passed May 2023About the Series 52TO exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Dec 1997About the Series 7 exam

Series 9 — General Securities Sales Supervisor - Options Module Examination

Passed Oct 2004About the Series 9 exam

Series 10 — General Securities Sales Supervisor - General Module Examination

Passed Oct 2004About the Series 10 exam

Series 24 — General Securities Principal Examination

Passed Mar 2004About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Jerry Thomas Bileski's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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JB
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