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JM

Jeffrey J. Myler

BROWN, GIBBONS, LANG & COMPANY SECURITIES
Boston, MA 02110
Some features on this profile are disabled
CRD#: 3113811
JM

Professional summary

Jeffrey J Myler, who also goes by Jason Myler, Jeffrey Jason Myler, is a registered financial professional currently at BROWN, GIBBONS, LANG & COMPANY SECURITIES, LLC located in Boston, Massachusetts.

Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 1998. Jeffrey has worked at 11 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jason Myler | Jeffrey Jason Myler

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 Jeffrey J Myler's CRS (Customer Relationship Summary).
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 10, 2024 - Present

BROWN, GIBBONS, LANG & COMPANY SECURITIES, LLC

Office #1: 101 Federal Street Suite 1900, Boston, MA 02110
BD
CRD#: 29540
Boston, MA
Past

July 13, 2021 - February 23, 2024

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD
CRD#: 793
BOSTON, MA
Past

December 19, 2019 - April 15, 2021

TRUIST SECURITIES, INC.

BD
CRD#: 6271
BOSTON, MA
Past

June 1, 2015 - October 21, 2019

PIPER SANDLER & CO.

BD
CRD#: 665
Boston, MA
Past

October 18, 2013 - June 15, 2015

ALTACCESS SECURITIES COMPANY, L.P.

BD
CRD#: 119441
BOSTON, MA
Past

May 15, 2012 - September 10, 2013

ARMORY SECURITIES, LLC

BD
CRD#: 147796
BOSTON, MA
Past

June 11, 2010 - May 1, 2012

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
BOSTON, MA
Past

October 12, 2004 - June 1, 2010

SCOTT & STRINGFELLOW, LLC

BD
CRD#: 6255
BOSTON, MA
Past

August 22, 2002 - October 29, 2004

ADVEST, INC.

BD
CRD#: 10
HARTFORD, CT
Past

January 25, 2000 - July 16, 2001

THOMAS WEISEL PARTNERS LLC

BD
CRD#: 46237
SAN FRANCISCO, CA
Past

September 9, 1998 - January 24, 2000

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
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

RR
Massachusetts
(9/3/2024)
RR
New York
(4/10/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 4/19/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/8/1998
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/2/2021
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

BG
BROWN, GIBBONS, LANG & COMPANY SECURITIES, LLC
B. G. SECURITIES, INC. | BROWN, GIBBONS, LANG & COMPANY SECURITIES, LLC | BROWN, GIBBONS, LANG & COMPANY SECURITIES, INC. | BROWN, GIBBONS & COMPANY SECURITIES, INC.

CRD#: 29540 / SEC#: , 8-44816

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
1375 E. 9th Street Suite 2500, Cleveland, OH 44114
Mailing Address
1375 E. 9th Street Suite 2500, Cleveland, OH 44114
Phone number
(216) 241-2800
Established
Delaware since 01/01/2022
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (14 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
BGL HOLDCO LLCOWNER
PETRYK, ANDREW KELLEYCEO & CCO1548442
RIORDAN, TIFFANYFINOP/PFO/POO6313437

Disclosures

Regulatory Event1

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

BROWN, GIBBONS, LANG & COMPANY SECURITIES, LLC

CRD#: 29540Boston, MA 02110

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