AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
JK

Jason H. Klabal

Some features on this profile are disabled
CRD#: 2910714
JK

Professional summary


Jason Harris Klabal was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Jason is a previously registered financial professional and started their career in finance in 1997. Prior to being barred, Jason had worked at 9 firms, which includes ALEXANDER CAPITAL L.P., LEGEND SECURITIES INC., BUCKMAN BUCKMAN & REID INC., MERCER CAPITAL LTD., J.P. TURNER & COMPANY L.L.C., PRIME CHARTER LTD., WINDSOR STREET CAPITAL LP, AIBC INVESTMENT SERVICES CORPORATION, FIRST METROPOLITAN SECURITIES INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jason H Klabal

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

June 16, 2016 - April 18, 2017

ALEXANDER CAPITAL, L.P.

BD
CRD#: 40077
RED BANK, NJ
Past

August 4, 2011 - July 8, 2016

LEGEND SECURITIES, INC.

BD
CRD#: 44952
NEW YORK, NY
Past

January 20, 2010 - August 9, 2011

BUCKMAN, BUCKMAN & REID, INC.

BD
CRD#: 23407
NEW YORK, NY
Past

October 6, 2008 - January 14, 2010

MERCER CAPITAL LTD.

BD
CRD#: 104012
NEW YORK, NY
Past

May 28, 2008 - October 6, 2008

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
STATEN ISLAND, NY
Past

January 1, 1999 - March 20, 2008

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
STATEN ISLAND, NY
Past

August 14, 1998 - October 1, 1998

PRIME CHARTER LTD.

BD
CRD#: 25668
NEW YORK, NY
Past

August 6, 1998 - August 24, 1998

WINDSOR STREET CAPITAL, LP

BD
CRD#: 34171
NEW YORK, NY
Past

February 18, 1998 - July 23, 1998

AIBC INVESTMENT SERVICES CORPORATION

BD
CRD#: 16397
Past

July 8, 1997 - December 16, 1997

FIRST METROPOLITAN SECURITIES, INC.

BD
CRD#: 7594
NEW YORK, NY

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


State Security Law Exam
RR
Series 63
Date: 7/14/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AC
ALEXANDER CAPITAL, L.P.
ALEXANDER CAPITAL, L.P.

CRD#: 40077 / SEC#: , 8-48957

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
10 Drs James Parker Blvd Suite 202, Red Bank, NJ 07701
Mailing Address
10 Drs James Parker Blvd Suite 201, Red Bank, NJ 07701
Phone number
(212) 687-5650
Established
Delaware since 11/28/1995
Firm type
Partnership
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#
SENA MANAGEMENT LLCPARTNER
JSEC INCPARTNER
SALKIND, CATHERINE PPARTNER7021439
RUGGIERE, JOSEPH MATTHEWPARTNER2548108
RUGGIERE, WAYNE NMNPARTNER7200730
SALKIND, GENE ZPARTNER7021417
AMATO, JOSEPH ANTHONYCEO2751635
ELDREDGE, MICHAEL WILLIAMBRANCH MANAGER ATL OFFICE2903014
FAUCI, JODIGENERAL SECS PRINCIPAL4189732
FEMIANO, JOHN FRANCISGENERAL SECS PRINCIPAL, ANNUUITIES PRINCIPAL2132030
FRANCONE, VITO ANTONIO IICOMPLIANCE ASSOCIATE2349326
GUIDICIPIETRO, ROCCO GERARDCOO2489732
KRISPEAL, RAQUEL ESENIOR COMPLIANCE OFFICER, BRANCH MANAGER5733217
MARTORANO, CARL MARIOBRANCH MANAGER/OPERATIONS MANAGER/ROSFP2286051
MESSINA, PAUL MICHAELGENERAL SECS PRINCIPAL, ROSFP, CO-MSRB PRINCIPAL5897543
MISITI, MICHELE ANNCHIEF COMPLIANCE OFFICER - ROSFP - AML OFFICER1931272
ROTH, BARBARA NMNPARTNER7200728
SKOVRONCK, JEANPAUL CHARLESDESIGNATED SUPERVISOR, DEPUTY AML OFFICER2744738
STACK, TIMOTHYSENIOR COMPLIANCE OFFICER1426363
STAFFORD, LAWRENCE ROBERTCHIEF TECHNOLOGY OFFICER7046577
SULLIVAN, THOMAS FRANCISFINOP/CHIEF FINANCIAL OFFICER/CO-MSRB PRINCIPAL1145000
THE SALKIND FAMILY FOUNDATIONPARTNER

Disclosures


Regulatory Event6
Arbitration1

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


ALEXANDER CAPITAL, L.P.

CRD#: 40077

TRUST BUT VERIFY

Monitor Jason Klabal

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics