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JG

Jeff J. Glowacki

BESSEMER INVESTOR SERVICES
Los Angeles, CA 90067
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CRD#: 2942946
JG

Professional summary


Jeff Joseph Glowacki is a registered financial professional currently at BESSEMER INVESTOR SERVICES, INC. located in Los Angeles, California.

Jeff is registered as a RR (Registered Representative) and started their career in finance in 1997. Jeff has worked at 6 firms and has passed the Series 66, Series 52TO, SIE, Series 7, Series 53 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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 Jeff Joseph Glowacki'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

May 24, 2005 - Present

BESSEMER INVESTOR SERVICES, INC.

Office #1: 10250 Constellation Boulevard Suite 2600, Los Angeles, CA 90067
BD
CRD#: 17442
Los Angeles, CA
Past

March 16, 2004 - May 12, 2005

COMERICA SECURITIES

RIA
CRD#: 17079
BEVERLY HILLS, CA
Past

May 8, 2002 - May 12, 2005

COMERICA SECURITIES

BD
CRD#: 17079
DETROIT, MI
Past

March 8, 2001 - April 26, 2001

SCUDDER WEISEL CAPITAL, LLC

BD
CRD#: 104088
SAN FRANCISCO, CA
Past

January 20, 2000 - January 18, 2001

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

BD
CRD#: 102920
NEW YORK, NY
Past

January 8, 2000 - January 28, 2000

JPMSI

BD
CRD#: 15733
NEW YORK, NY
Past

October 1, 1997 - February 18, 2000

CITICORP INVESTMENT SERVICES

BD
CRD#: 23988
LONG ISLAND CITY, NY

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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(5/24/2005)
RR
Alaska
(5/24/2005)
RR
Arizona
(5/24/2005)
RR
Arkansas
(5/24/2005)
RR
California
(5/24/2005)
RR
Colorado
(5/24/2005)
RR
Connecticut
(5/24/2005)
RR
Delaware
(5/24/2005)
RR
District of Columbia
(5/24/2005)
RR
Florida
(5/24/2005)
RR
Georgia
(5/24/2005)
RR
Hawaii
(5/24/2005)
RR
Idaho
(5/24/2005)
RR
Illinois
(5/24/2005)
RR
Indiana
(5/24/2005)
RR
Iowa
(5/24/2005)
RR
Kansas
(5/24/2005)
RR
Kentucky
(5/24/2005)
RR
Louisiana
(5/24/2005)
RR
Maine
(5/24/2005)
RR
Maryland
(5/24/2005)
RR
Massachusetts
(5/24/2005)
RR
Michigan
(5/24/2005)
RR
Minnesota
(5/24/2005)
RR
Mississippi
(5/24/2005)
RR
Missouri
(5/24/2005)
RR
Montana
(5/24/2005)
RR
Nebraska
(5/24/2005)
RR
Nevada
(5/24/2005)
RR
New Hampshire
(5/24/2005)
RR
New Jersey
(5/24/2005)
RR
New Mexico
(5/24/2005)
RR
New York
(5/24/2005)
RR
North Carolina
(5/24/2005)
RR
North Dakota
(5/24/2005)
RR
Ohio
(5/24/2005)
RR
Oklahoma
(5/24/2005)
RR
Oregon
(5/24/2005)
RR
Pennsylvania
(5/24/2005)
RR
Puerto Rico
(5/24/2005)
RR
Rhode Island
(5/24/2005)
RR
South Carolina
(5/24/2005)
RR
South Dakota
(5/24/2005)
RR
Tennessee
(5/24/2005)
RR
Texas
(5/24/2005)
RR
Utah
(5/24/2005)
RR
Vermont
(5/24/2005)
RR
Virginia
(5/24/2005)
RR
Washington
(5/24/2005)
RR
West Virginia
(5/24/2005)
RR
Wisconsin
(5/24/2005)
RR
Wyoming
(5/24/2005)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 10/13/1997
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 9/25/2025
Municipal Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


BI
BESSEMER INVESTOR SERVICES, INC.
BESSEMER INVESTOR SERVICES, INC.

CRD#: 17442 / SEC#: , 8-35199

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


Main Address
1271 Avenue Of The Americas 46 Floor, New York, NY 10020
Mailing Address
1271 Avenue Of The Americas 46 Floor, New York, NY 10020
Phone number
(212) 708-9100
Established
Delaware since 04/07/1983
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 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#
BESSEMER TRUST COMPANY, N.A.SHAREHOLDER
BOYLE, PATRICK SIDNEYSENIOR VICE PRESIDENT2472066
GLOWACKI, JEFF JOSEPHDIRECTOR/SENIOR VICE PRESIDENT2942946
GUPTA, RITUCHIEF COMPLIANCE OFFICER/ASSISTANT SECRETARY5059699
MARQUEZ, MICHAEL ALLENDIRECTOR/PRESIDENT4413060
MCBRIDE, TIMOTHY SEANSENIOR VICE PRESIDENT2554176
PEDROSO, ARTURO GUSTAVOSENIOR VICE PRESIDENT5161708
SCHLUSSELBERG, BRIAN SCOTTSENIOR VICE PRESIDENT4716582
SLOAN, BENJAMIN PERRYSENIOR VICE PRESIDENT4243057
SYMINGTON, JANE REILLYSENIOR VICE PRESIDENT2520317
TRIMARCO MIRANDO, DIANAASSISTANT TREASURER/ASSISTANT FINANCIAL & OPERATIONS PRINCIPAL5714209
YAWORSKY, GEORGE M.TREASURER/FINANCIAL & OPERATIONS PRINCIPAL6425195

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


BESSEMER INVESTOR SERVICES, INC.

CRD#: 17442Los Angeles, CA 90067

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