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

John M. Babiarz

Some features on this profile are disabled
CRD#: 3047247
JB

Professional summary


John Michael Babiarz was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

John is a previously registered financial professional and started their career in finance in 1998. Prior to being barred, John had worked at 8 firms, which includes BISHOP ROSEN & CO. INC., CAPITOL SECURITIES MANAGEMENT INC., JESUP & LAMONT SECURITIES CORP, CETERA INVESTMENT SERVICES LLC, LPL FINANCIAL LLC, INVESTORS CAPITAL CORP., MORGAN STANLEY DW INC., J.P. MORGAN SECURITIES LLC.

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

November 5, 2009 - September 7, 2011

BISHOP, ROSEN & CO., INC.

BD
CRD#: 1248
NEWTON, MA
Past

June 4, 2009 - July 17, 2009

CAPITOL SECURITIES MANAGEMENT, INC.

BD
CRD#: 14169
WORCESTER, MA
Past

November 3, 2004 - June 4, 2009

JESUP & LAMONT SECURITIES CORP

BD
CRD#: 39056
WORCESTER, MA
Past

May 13, 2002 - November 2, 2004

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
ST. CLOUD, MN
Past

May 9, 2001 - May 17, 2002

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

April 8, 1999 - May 10, 2001

INVESTORS CAPITAL CORP.

BD
CRD#: 30613
LYNNFIELD, MA
Past

January 26, 1999 - April 9, 1999

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

June 25, 1998 - January 29, 1999

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
Series 63
Date: 7/16/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


BR
BISHOP, ROSEN & CO., INC.
BISHOP, ROSEN & CO., INC.

CRD#: 1248 / SEC#: , 8-12140

BD
Terminated by SEC on 11/19/2016
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
100 Broadway 16th Floor, New York, NY, 10005
Mailing Address
Phone number
Established
New York since 08/18/1964
Firm type
Other Types of Legal Formation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
ROSEN, ROBERT STEPHENPRESIDENT, DIRECTOR, CEO404271
SCHLESINGER, ISAACVP, SECRETARY, DIRECTOR, CFO, COO, CCO413636
MURPHY, THOMAS JAMESVP839873

Disclosures


Regulatory Event15
Arbitration1
Bond1

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


BISHOP, ROSEN & CO., INC.

CRD#: 1248

TRUST BUT VERIFY

Monitor John Babiarz

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
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
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