Jon R. Berquist
Professional summary
Jon Robert Berquist, who also goes by Jack R. Berquist, Jack Berquist, is a registered financial professional currently at ACCORD CAPITAL PARTNERS LLC located in San Francisco, California.
Jon is registered as a RR (Registered Representative) and started their career in finance in 1997. Jon has worked at 4 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jon Robert Berquist's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 4, 2013 - Present
ACCORD CAPITAL PARTNERS LLC
Office #1: 240 Stockton Street 7th Floor, San Francisco, CA 94108-5324March 11, 2011 - September 19, 2011
PRESIDIO PARTNERS LLC
November 19, 2010 - March 7, 2013
MACQUARIE CAPITAL (USA) INC.
January 30, 2004 - November 19, 2010
PRESIDIO PARTNERS LLC
November 6, 1997 - March 1, 2004
BANC OF AMERICA SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/4/2013)
Exams
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationFINRA
Current Firm
ACCORD CAPITAL PARTNERS LLC
CRD#: 166498 / SEC#: , 8-69217
Contact information
FINRA licenses (1 States and Territories)
Direct owners and executive officers
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.
