Jaime L. Roncoroni

PERSHING ADVISOR SOLUTIONS LLC

New York, NY 10286

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CRD#: 3131545

Professional summary

Jaime Lauren Roncoroni, who also goes by Jaime Lauren Paldin, Jaime Lavren Paldin, is a registered financial professional currently at PERSHING ADVISOR SOLUTIONS LLC located in New York, New York.

Jaime is registered as a RR (Registered Representative) and started their career in finance in 2004. Jaime has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Jaime Lauren Paldin | Jaime Lavren Paldin

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 Jaime Lauren Roncoroni'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

September 26, 2025 - Present

PERSHING ADVISOR SOLUTIONS LLC

Office #1: 240 Greenwich Street, New York, NY 10286

CRD#: 36671

New York, NY

Past

May 11, 2005 - December 31, 2009

NORTHERN TRUST SECURITIES, INC.

RIA

CRD#: 7927

STAMFORD, CT

Past

January 20, 2005 - May 24, 2024

NORTHERN TRUST SECURITIES, INC.

CRD#: 7927

STAMFORD, CT

Past

March 3, 2004 - October 4, 2004

VOYA FINANCIAL PARTNERS, LLC

CRD#: 34815

WINDSOR, CT

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

New York
(9/26/2025)

Exams

State Security Law Exam

IAR

Series 66

Date: 5/10/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/15/2005

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/2/2004

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

SRO Registrations

Nasdaq Stock Market

Current Firm

PERSHING ADVISOR SOLUTIONS LLC

PERSHING ADVISOR SOLUTIONS LLC | PERSHING TRADING COMPANY, L.P.

CRD#: 36671 / SEC#: , 8-47425

Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)

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Contact information

Main Address

One Pershing Plaza, Jersey City, NJ 07399

Mailing Address

One Pershing Plaza, Jersey City, NJ 07399

Phone number

(201) 413-2000

Established

Delaware since 09/08/2005

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Medium

# of Employees

FINRA licenses (52 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
PAS HOLDINGS LLC	HOLDING COMPANY
CROWLEY, JAMES THOMAS	CHIEF EXECUTIVE OFFICER (CEO), GLOBAL HEAD, BOARD MEMBER	1087182
DAVID, ERIC CIMARRON	PRINCIPAL OPERATIONS OFFICER, CHIEF OPERATIONS OFFICER	3132045
HARRISON, BENJAMIN WARD	BOARD MEMBER, HEAD OF THE BUSINESS	3121159
KEARNEY, JAMES FRANCIS III	CHIEF RISK OFFICER (CRO)	6388373
LOFLING, JASON ROBERT	BOARD MEMBER	5177277
MUTTERER, FRANK PAUL	CHIEF FINANCIAL OFFICER (CFO), PRINCIPAL FINANCIAL OFFICER (PFO)	2088419
WEISS, NINA KATE	CHIEF COMPLIANCE OFFICER (CCO), BOARD MEMBER	2642331

Disclosures

Regulatory Event

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Jaime L. Roncoroni

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jaime Lauren Roncoroni's CRS (Customer Relationship Summary).

Certified licenses

Experience

NORTHERN TRUST SECURITIES, INC.

NORTHERN TRUST SECURITIES, INC.

VOYA FINANCIAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/10/2005

SIE

Date: 10/1/2018

Series 7

Date: 3/15/2005

Series 6

Date: 3/2/2004

FINRA

Nasdaq Stock Market

Current Firm

PERSHING ADVISOR SOLUTIONS LLC

Contact information

FINRA licenses (52 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

PERSHING ADVISOR SOLUTIONS LLC

TRUST BUT VERIFY

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