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Jacob George Spehar Ii

CRD# 3243345·Registered 2001 - 2024
Previously Registered: Being a previously registered professional could mean that Jacob 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

Jacob George Spehar II, who also goes by Jake Spehar, was a registered financial advisor. Jacob was a previously registered financial professional and started their career in finance 2001 - 2024. Jacob had worked at 7 firms and has passed the Series 63, SIE and Series 7 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

Jake Spehar

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

13 years in the financial services industry

Current & Past Employments

Past

PARTNERCAP SECURITIES, LLCPast·CRD# 107130
BD
Bluffton, SC
November 29, 2022 - September 25, 2024
SIMETRIA INTERNATIONAL MARKETS LLCPast·CRD# 159384
BD
Miami, FL
October 31, 2018 - December 18, 2020
CRT CAPITAL GROUP LLCPast·CRD# 28830
BD
Stamford, CT
January 22, 2008 - October 6, 2008
AGORA SECURITIES CORP.Past·CRD# 137317
BD
New York, NY
February 1, 2007 - December 21, 2007
JEFFERIES LLCPast·CRD# 2347
BD
Stamford, CT
February 26, 2004 - January 3, 2007
J.P. MORGAN SECURITIES LLCPast·CRD# 79
BD
New York, NY
March 17, 2003 - August 29, 2003
W.R. HAMBRECHT + CO., LLCPast·CRD# 45040
BD
San Francisco, CA
June 7, 2001 - July 23, 2001

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Current Firm

PS
PARTNERCAP SECURITIES, LLC

HILLSBORO CAPITAL, LLC | VAN HEDGE FUND ADVISORS INTERNATIONAL, LLC | VAN HEDGE FUND ADVISORS INTERNATIONAL INC | PARTNERCAP SECURITIES, LLC | PARTNER CAPITAL GROUP, LLC

CRD#: 107130 / SEC#: 8-66997
BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)

Contact Information

Main Address

43 Station Loop, Bluffton, SC 29910

Mailing Address

25 Thurmond Way # 2406, Bluffton, SC 29910

Phone Number

(843) 705-1051

Established

Tennessee since 12/12/1996

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (11 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
PARTNER CAPITAL GROUP, LLCBENEFICIAL OWNER—
VAN, JOHN CHRISTOPHERFINOP, CFO, DIRECTOR2644450
WRIGHT, PETER ANTHONYDIRECTOR, PRESIDENT3088821
COCKE, PHILIP ST. G. VDIRECTOR, CHAIRMAN, CHIEF COMPLIANCE OFFICER, AML PRINCIPAL819248
WRIGHT, PETER ANTHONYDIRECTOR OF RESEARCH3088821

Disclosures

Regulatory Event

1

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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 63 — Uniform Securities Agent State Law Examination

Passed Jun 2019About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Nov 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Oct 2018About the Series 7 exam

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CRS (Client Relationship Summary)

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

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