Jerry T. Bileski

IBN FINANCIAL SERVICES

Uniondale, NY 11556

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CRD#: 2896596

Professional summary

Jerry Thomas Bileski, who also goes by Jay Bileski, is a registered financial professional currently at IBN FINANCIAL SERVICES, INC. located in Uniondale, 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 10 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Jay Bileski

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 Jerry Thomas Bileski'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

July 25, 2023 - Present

IBN FINANCIAL SERVICES, INC.

Office #1: 626 Rxr Plaza, Uniondale, NY 11556

RIA

CRD#: 42360

Uniondale, NY

Current

May 7, 2024 - Present

REVERE SECURITIES LLC

Office #1: 560 Lexington Avenue 16th Floor, New York, NY 10022

CRD#: 14178

New York, NY

Past

March 7, 2022 - August 26, 2024

BOURNEHILL INVESTMENT SERVICES, INC.

CRD#: 104003

Uniondale, NY

Past

June 1, 2015 - September 10, 2020

WORDEN CAPITAL MANAGEMENT LLC

CRD#: 148366

GARDEN CITY, NY

Past

October 2, 2014 - June 2, 2015

FOUR POINTS CAPITAL PARTNERS LLC

CRD#: 43149

WESTBURY, NY

Past

September 16, 2014 - October 10, 2014

INTERNATIONAL ASSETS ADVISORY, LLC

CRD#: 10645

ORLANDO, FL

Past

April 21, 2014 - October 10, 2014

IAA FINANCIAL LLC

CRD#: 6578

MELVILLE, NY

Past

March 6, 2013 - April 23, 2014

GLOBAL ARENA CAPITAL CORP

CRD#: 16871

MELVILLE, NY

Past

October 10, 2011 - July 13, 2012

IAA FINANCIAL LLC

CRD#: 6578

MELVILLE, NY

Past

March 21, 2011 - September 29, 2011

LPL FINANCIAL LLC

RIA

CRD#: 6413

MASSAPEQUA, NY

Past

March 21, 2011 - September 29, 2011

LPL FINANCIAL LLC

CRD#: 6413

MASSAPEQUA, NY

Past

November 14, 2007 - March 11, 2011

JHS CAPITAL ADVISORS, LLC

RIA

CRD#: 112097

MELVILLE, NY

Past

November 5, 2007 - March 11, 2011

JHS CAPITAL ADVISORS, LLC

CRD#: 112097

MELVILLE, NY

Past

December 9, 2005 - November 2, 2007

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

NEW YORK, NY

Past

January 11, 2005 - November 2, 2007

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

NEW YORK, NY

Past

April 5, 2001 - December 17, 2004

CITICORP INVESTMENT SERVICES

CRD#: 23988

LONG ISLAND CITY, NY

Past

January 31, 2000 - March 14, 2001

CITICORP INVESTMENT SERVICES

CRD#: 23988

LONG ISLAND CITY, NY

Past

October 19, 1998 - January 13, 2000

WOODSTOCK FINANCIAL GROUP, INC.

CRD#: 38095

WOODSTOCK, GA

Past

December 24, 1997 - November 2, 1998

GLOBAL CAPITAL MARKETS, LLC

CRD#: 16191

MELVILLE, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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

Florida
(8/21/2025)

New Jersey
(8/20/2025)

New York
(7/25/2023)

Exams

State Security Law Exam

IAR

Series 66

Date: 12/8/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/6/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 52TO

Date: 5/10/2023

Municipal Securities Representative Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/23/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 9

Date: 10/15/2004

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 10

Date: 10/1/2004

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 24

Date: 3/19/2004

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

REVERE SECURITIES LLC

CRD#: 14178 / SEC#: , 8-30511

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

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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

# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Direct owners and executive officers

Name	Position	CRD#
REVERE INVESTMENT HOLDINGS LLC	SHAREHOLDER
BODKIN, GREGORY PATRICK	CHIEF COMPLIANCE OFFICER	3008389
FULLMAN, SCOTT HOWARD	PRESIDENT / CHIEF OPERATIONS OFFICER	1516584
MORENO, WILLIAM FRANCIS	CEO / EXECUTIVE CHAIRMAN	2801621
ZULUAGA, OSEAS	CFO / FINOP	4186791

Disclosures

Regulatory Event	14
Arbitration	3

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.

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Advisor Monitoring

Firm Stability Insights

Jerry T. Bileski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

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

Certified licenses

Experience

REVERE SECURITIES LLC

BOURNEHILL INVESTMENT SERVICES, INC.

WORDEN CAPITAL MANAGEMENT LLC

FOUR POINTS CAPITAL PARTNERS LLC

INTERNATIONAL ASSETS ADVISORY, LLC

IAA FINANCIAL LLC

GLOBAL ARENA CAPITAL CORP

IAA FINANCIAL LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

JHS CAPITAL ADVISORS, LLC

JHS CAPITAL ADVISORS, LLC

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

CITICORP INVESTMENT SERVICES

CITICORP INVESTMENT SERVICES

WOODSTOCK FINANCIAL GROUP, INC.

GLOBAL CAPITAL MARKETS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/8/2005

Series 63

Date: 2/6/1998

Series 52TO

Date: 5/10/2023

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 12/23/1997

Series 9

Date: 10/15/2004

Series 10

Date: 10/1/2004

Series 24

Date: 3/19/2004

FINRA

Current Firm

REVERE SECURITIES LLC

Contact information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

REVERE SECURITIES LLC

TRUST BUT VERIFY

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