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BJ

Bryan K Jacobsen

CRD# 3055957·Registered 1999 - 2026
Previously Registered: Being a previously registered professional could mean that Bryan 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.

Professional Summary

Bryan K Jacobsen, who also goes by Bryan Jacobsen, was a registered financial advisor. Bryan was a previously registered financial professional and started their career in finance 1999 - 2026. Bryan had worked at 26 firms and has passed the Series 66, Series 82TO, Series 99TO, SIE, Series 7, Series 14, Series 4 and Series 24 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Bryan Jacobsen

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

27 years in the financial services industry

Current & Past Employments

CRUX CAPITAL SECURITIES, LLC·CRD# 336464
BD
New York, NY
April 2, 2026 - August 14, 2026
UNIVEST SECURITIES, LLC·CRD# 36105
BD
New York, NY
September 25, 2025 - March 31, 2026
PINNACLE INVESTMENTS, LLC·CRD# 142910
BD
East Syracuse, NY
September 22, 2025 - April 1, 2026
HAVERKAMP INVESTMENTS, INC.·CRD# 332335
BD
Ames, IA
February 28, 2025 - March 31, 2026
TMX ALPHA US, LLC·CRD# 329008
BD
New York, NY
May 31, 2024 - February 4, 2025
ACERVUS SECURITIES, INC.·CRD# 298058
BD
New York, NY
February 9, 2024 - August 26, 2024
FN REALTY ADVISORS LLC·CRD# 325507
BD
Red Bank, NJ
January 25, 2024 - December 1, 2024
M HOLDINGS SECURITIES, INC.·CRD# 43285
BD
Dallas, TX
November 14, 2023 - July 24, 2024
M FINANCIAL SECURITIES MARKETING, INC.·CRD# 139304
BD
Portland, OR
June 26, 2023 - October 31, 2023
M HOLDINGS SECURITIES, INC.·CRD# 43285
BD
Portland, OR
June 6, 2023 - October 31, 2023
THE OAK RIDGE FINANCIAL SERVICES GROUP, INC.·CRD# 42941
BD
Golden Valley, MN
February 28, 2023 - May 31, 2023
MOOMOO FINANCIAL INC.·CRD# 283078
BD
Jersey City, NJ
September 7, 2021 - June 6, 2022
FUTU CLEARING INC·CRD# 298769
BD
Dallas, TX
September 7, 2021 - June 6, 2022
ELECTRONIC TRANSACTION CLEARING, INC.·CRD# 146122
BD
Dallas, TX
February 20, 2020 - September 8, 2021
APEX CLEARING CORPORATION·CRD# 13071
BD
Dallas, TX
October 2, 2019 - September 8, 2021
RESOURCE SECURITIES LLC·CRD# 133022
BD
Philadelphia, PA
March 2, 2018 - September 27, 2019
GIRARD SECURITIES, INC.·CRD# 18697
BD
El Segundo, CA
December 10, 2015 - November 1, 2017
CETERA INVESTMENT ADVISERS LLC·CRD# 105644
RIA
El Segundo, CA
May 1, 2012 - December 11, 2015
CETERA FINANCIAL SPECIALISTS LLC·CRD# 10358
BD
El Segundo, CA
May 1, 2012 - December 11, 2015
CETERA WEALTH SERVICES, LLC·CRD# 13572
RIA
El Segundo, CA
June 1, 2010 - February 28, 2018
CETERA INVESTMENT SERVICES LLC·CRD# 15340
BD
El Segundo, CA
May 26, 2010 - December 11, 2015
CETERA ADVISORS LLC·CRD# 10299
BD
El Segundo, CA
May 26, 2010 - December 11, 2015
CETERA WEALTH SERVICES, LLC·CRD# 13572
BD
El Segundo, CA
May 26, 2010 - February 28, 2018
NATIONAL PLANNING CORPORATION·CRD# 29604
RIA
Santa Monica, CA
August 10, 2005 - April 29, 2010
NATIONAL PLANNING CORPORATION·CRD# 29604
BD
Santa Monica, CA
October 28, 2004 - April 29, 2010
BUTLER, WICK & CO., INC.·CRD# 120
BD
Youngstown, OH
April 8, 2003 - October 22, 2004
FIRST NATIONAL CAPITAL MARKETS·CRD# 115920
BD
Omaha, NE
May 13, 2002 - April 2, 2003
EQUITABLE ADVISORS, LLC·CRD# 6627
BD
New York, NY
August 23, 2000 - May 10, 2002
SECURITIES AMERICA, INC.·CRD# 10205
BD
Lavista, NE
September 1, 1999 - August 8, 2000

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Current Firm

CC
CRUX CAPITAL SECURITIES, LLC

CRUX CAPITAL SECURITIES, LLC

CRD#: 336464 / SEC#: 8-71382
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)

Contact Information

Main Address

809 Broadway 5th Floor, New York, NY 10003

Mailing Address

809 Broadway 5th Floor, New York, NY 10003

Phone Number

(347) 525-5779

Established

Delaware since 04/28/2025

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (5 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
CRUX CAPITAL SECURITIES HOLDINGS, LLCSOLE MEMBER—
BROWN, SCOTT LESLIEFINOP6694802
CHUNG MCLEAN, YONETTECEO4384662
VERLINDE, EMILY ANNCHIEF COMPLIANCE OFFICER5686644

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Aug 2005About the Series 66 exam

Series 82TO — Limited Representative-Private Securities Offerings

Passed Apr 2026About the Series 82TO exam

Series 99TO — Operations Professional Examination

Passed Nov 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Aug 1999About the Series 7 exam

Series 14 — Compliance Officer Examination

Passed Jan 2023About the Series 14 exam

Series 4 — Registered Options Principal Examination

Passed Feb 2006About the Series 4 exam

Series 24 — General Securities Principal Examination

Passed Sep 1999About the Series 24 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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