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BJ

Bryan K. Jacobsen

CRUX CAPITAL SECURITIES
BROOKLYN, NY 11205
Some features on this profile are disabled
CRD#: 3055957
BJ

Professional summary

Bryan K Jacobsen, who also goes by Bryan Jacobsen, is a registered financial professional currently at CRUX CAPITAL SECURITIES, LLC located in Brooklyn, New York.

Bryan is registered as a RR (Registered Representative) and started their career in finance in 1999. Bryan has 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.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Bryan Jacobsen

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 Bryan K Jacobsen's 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

April 2, 2026 - Present

CRUX CAPITAL SECURITIES, LLC

Office #1: 19 Morris Avenue, Brooklyn, NY 11205
BD
CRD#: 336464
BROOKLYN, NY
Past

September 25, 2025 - March 31, 2026

UNIVEST SECURITIES, LLC

BD
CRD#: 36105
NEW YORK, NY
Past

September 22, 2025 - April 1, 2026

PINNACLE INVESTMENTS, LLC

BD
CRD#: 142910
EAST SYRACUSE, NY
Past

February 28, 2025 - March 31, 2026

HAVERKAMP INVESTMENTS, INC.

BD
CRD#: 332335
AMES, IA
Past

May 31, 2024 - February 4, 2025

TMX ALPHA US, LLC

BD
CRD#: 329008
NEW YORK, NY
Past

February 9, 2024 - August 26, 2024

ACERVUS SECURITIES, INC.

BD
CRD#: 298058
NEW YORK, NY
Past

January 25, 2024 - December 1, 2024

FN REALTY ADVISORS LLC

BD
CRD#: 325507
RED BANK, NJ
Past

November 14, 2023 - July 24, 2024

M HOLDINGS SECURITIES, INC.

BD
CRD#: 43285
Dallas, TX
Past

June 26, 2023 - October 31, 2023

M FINANCIAL SECURITIES MARKETING, INC.

BD
CRD#: 139304
PORTLAND, OR
Past

June 6, 2023 - October 31, 2023

M HOLDINGS SECURITIES, INC.

BD
CRD#: 43285
PORTLAND, OR
Past

February 28, 2023 - May 31, 2023

THE OAK RIDGE FINANCIAL SERVICES GROUP, INC.

BD
CRD#: 42941
GOLDEN VALLEY, MN
Past

September 7, 2021 - June 6, 2022

MOOMOO FINANCIAL INC.

BD
CRD#: 283078
JERSEY CITY, NJ
Past

September 7, 2021 - June 6, 2022

FUTU CLEARING INC

BD
CRD#: 298769
Dallas, TX
Past

February 20, 2020 - September 8, 2021

ELECTRONIC TRANSACTION CLEARING, INC.

BD
CRD#: 146122
Dallas, TX
Past

October 2, 2019 - September 8, 2021

APEX CLEARING CORPORATION

BD
CRD#: 13071
DALLAS, TX
Past

March 2, 2018 - September 27, 2019

RESOURCE SECURITIES LLC

BD
CRD#: 133022
PHILADELPHIA, PA
Past

December 10, 2015 - November 1, 2017

GIRARD SECURITIES, INC.

BD
CRD#: 18697
EL SEGUNDO, CA
Past

May 1, 2012 - December 11, 2015

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
EL SEGUNDO, CA
Past

May 1, 2012 - December 11, 2015

CETERA FINANCIAL SPECIALISTS LLC

BD
CRD#: 10358
EL SEGUNDO, CA
Past

June 1, 2010 - February 28, 2018

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
EL SEGUNDO, CA
Past

May 26, 2010 - December 11, 2015

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
EL SEGUNDO, CA
Past

May 26, 2010 - December 11, 2015

CETERA ADVISORS LLC

BD
CRD#: 10299
EL SEGUNDO, CA
Past

May 26, 2010 - February 28, 2018

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA
Past

August 10, 2005 - April 29, 2010

NATIONAL PLANNING CORPORATION

RIA
CRD#: 29604
SANTA MONICA, CA
Past

October 28, 2004 - April 29, 2010

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
SANTA MONICA, CA
Past

April 8, 2003 - October 22, 2004

BUTLER, WICK & CO., INC.

BD
CRD#: 120
YOUNGSTOWN, OH
Past

May 13, 2002 - April 2, 2003

FIRST NATIONAL CAPITAL MARKETS

BD
CRD#: 115920
OMAHA, NE
Past

August 23, 2000 - May 10, 2002

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

September 1, 1999 - August 8, 2000

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE

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: 8/9/2005
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 82TO
Date: 4/2/2026
Limited Representative-Private Securities Offerings
General Industry/Product Exam
RR
Series 99TO
Date: 11/14/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/31/1999
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 4
Date: 2/9/2006
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/21/1999
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

CC
CRUX CAPITAL SECURITIES, LLC
CRUX CAPITAL SECURITIES, LLC

CRD#: 336464 / SEC#: , 8-71382

BD
Broker-Dealer Firm Regulated by FINRA (Long Island district office)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
19 Morris Avenue, Brooklyn, NY 11205
Mailing Address
19 Morris Avenue, Brooklyn, NY 11205
Phone number
(347) 525-5779
Established
Delaware since 04/28/2025
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
CRUX CAPITAL SECURITIES HOLDINGS, LLCSOLE MEMBER
BROWN, SCOTT LESLIEFINOP6694802
CHUNG MCLEAN, YONETTECEO4384662
NICKS, BRENT PATRICKCCO4067773

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

CRUX CAPITAL SECURITIES, LLC

CRD#: 336464Brooklyn, NY 11205

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