Jason P. Talavs

GREAT PACIFIC SECURITIES

Costa Mesa, CA 92626

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CRD#: 3004967

Professional summary

Jason Paul Talavs is a registered financial professional currently at GREAT PACIFIC SECURITIES located in Costa Mesa, California.

Jason is registered as a RR (Registered Representative) and started their career in finance in 1998. Jason has worked at 7 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

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

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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

March 8, 2022 - Present

GREAT PACIFIC SECURITIES

Office #1: 151 Kalmus Drive, Building H8, Costa Mesa, CA 92626

CRD#: 29251

Costa Mesa, CA

Past

July 7, 2015 - September 17, 2020

GREAT PACIFIC SECURITIES

CRD#: 29251

COSTA MESA, CA

Past

May 17, 2013 - June 8, 2015

SOUTHSTATE|DUNCANWILLIAMS SECURITIES CORP.

CRD#: 6950

MEMPHIS (SHELBY), TN

Past

October 26, 2009 - May 16, 2013

CANTOR FITZGERALD & CO.

CRD#: 134

MEMPHIS, TN

Past

September 18, 2008 - October 20, 2009

SOUTHSTATE|DUNCANWILLIAMS SECURITIES CORP.

CRD#: 6950

MEMPHIS (SHELBY), TN

Past

November 27, 2007 - August 7, 2008

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

OXFORD, MS

Past

July 23, 2001 - November 27, 2007

FHN FINANCIAL SECURITIES CORP.

CRD#: 46346

MEMPHIS, TN

Past

November 6, 1999 - August 23, 2000

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

March 10, 1998 - October 11, 1999

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

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

Arkansas
(12/9/2024)

Hawaii
(3/8/2022)

Exams

State Security Law Exam

Series 63

Date: 4/7/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/9/1998

General Securities Representative Examination

SRO Registrations

FINRA

SRO Registrations

Investors' Exchange LLC

Current Firm

GREAT PACIFIC SECURITIES

GREAT PACIFIC FIXED INCOME SECURITIES, INC. | GREAT PACIFIC SECURITIES

CRD#: 29251 / SEC#: , 8-44398

Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)

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Contact information

Main Address

151 Kalmus Drive, Building H8, Costa Mesa, CA 92626

Mailing Address

151 Kalmus Drive, Building H8, Costa Mesa, CA 92626

Phone number

(714) 619-3000

Established

California since 09/01/1991

Firm type

Corporation

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (28 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
VINCK, CHRISTOPHER VINCENT	PRINCIPAL OPERATING OFFICER	2447335
VINCK, CHRISTOPHER VINCENT	TRADING	2447335
VINCK, CHRISTOPHER VINCENT	CEO	2447335
VINCK, CHRISTOPHER VINCENT	CCO	2447335
MORRISSEY, TERENCE LANDRY	PRINCIPAL FINANCIAL OFFICER, FINOP, AND CFO	5964634

Disclosures

Regulatory Event

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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Firm Stability Insights

Jason P. Talavs

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jason Paul Talavs's CRS (Customer Relationship Summary).

Certified licenses

Experience

GREAT PACIFIC SECURITIES

SOUTHSTATE|DUNCANWILLIAMS SECURITIES CORP.

CANTOR FITZGERALD & CO.

SOUTHSTATE|DUNCANWILLIAMS SECURITIES CORP.

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

FHN FINANCIAL SECURITIES CORP.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 63

Date: 4/7/1998

SIE

Date: 10/1/2018

Series 7

Date: 3/9/1998

FINRA

Investors' Exchange LLC

Current Firm

GREAT PACIFIC SECURITIES

Contact information

FINRA licenses (28 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

GREAT PACIFIC SECURITIES

TRUST BUT VERIFY

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