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JF

Jesse N. Felder

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CRD#: 2953718
JF

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jesse Nolan Felder was a registered financial professional .

Jesse is a previously registered financial professional and started their career in finance in 1997. Jesse had worked at 4 firms and has passed the Series 66, Series 7 and Series 4 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)


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

December 21, 2000 - January 15, 2015

FELDER & COMPANY LLC

RIA
CRD#: 120830
BEND, OR
Past

December 1, 1998 - May 1, 2000

ALETHEIA SECURITIES, INC.,

BD
CRD#: 44784
SANTA MONICA, CA
Past

April 27, 1998 - April 6, 1999

BENCH SECURITIES CORP.

BD
CRD#: 15938
FORT LEE, NJ
Past

October 28, 1997 - December 23, 1997

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
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
IAR
Series 66
Date: 12/5/2000
Uniform Combined State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


F&
FELDER & COMPANY LLC
FELDER & COMPANY LLC

CRD#: 120830 / SEC#:

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Contact information


Main Address
1183 Nw Wall Street Suite H, Bend, OR 97701
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


FELDER & COMPANY LLC

CRD#: 120830

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