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BJ

Bruce D. Jackson

THE BENCHMARK COMPANY
New York, NY 10155
Some features on this profile are disabled
CRD#: 3262876
BJ

Professional summary


Bruce David Jackson is a registered financial professional currently at THE BENCHMARK COMPANY, LLC located in New York, New York.

Bruce is registered as a RR (Registered Representative) and started their career in finance in 1999. Bruce has worked at 10 firms and has passed the Series 63, SIE, Series 86, Series 87 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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 Bruce David Jackson'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

June 1, 2018 - Present

THE BENCHMARK COMPANY, LLC

Office #1: 150 E 58th Street 17th Floor, New York, NY 10155
BD
CRD#: 22982
New York, NY
Past

July 15, 2013 - May 24, 2018

LAKE STREET CAPITAL MARKETS, LLC

BD
CRD#: 164447
MINNEAPOLIS, MN
Past

January 3, 2012 - April 29, 2013

NORTHLAND SECURITIES, INC.

BD
CRD#: 40258
MINNEAPOLIS, MN
Past

October 5, 2009 - November 22, 2011

MORGAN JOSEPH TRIARTISAN LLC

BD
CRD#: 10948
NEW YORK, NY
Past

February 29, 2008 - December 8, 2008

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
MINNEAPOLIS, MN
Past

December 6, 2006 - February 29, 2008

RBC CAPITAL MARKETS CORPORATION

BD
CRD#: 6579
MINNEAPOLIS, MN
Past

February 15, 2006 - December 5, 2006

MILLER JOHNSON STEICHEN KINNARD, INC.

BD
CRD#: 694
MINNEAPOLIS, MN
Past

July 1, 2003 - February 17, 2006

WELLS FARGO SECURITIES, LLC

BD
CRD#: 126292
CHARLOTTE, NC
Past

September 10, 2002 - July 1, 2003

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

November 16, 1999 - May 15, 2002

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
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
Minnesota
(6/1/2018)

Exams


State Security Law Exam
RR
Series 63
Date: 11/29/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


TB
THE BENCHMARK COMPANY, LLC
BENCHMARK-PELLINORE GROUP, INC. | THE BENCHMARK COMPANY, LLC | THE BENCHMARK COMPANY, INC. | PELLINORE SECURITIES CORP.

CRD#: 22982 / SEC#: , 8-40081

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


Main Address
150 E 58th Street 17th Floor, New York, NY 10155
Mailing Address
150 E 58th Street 17th Floor, New York, NY 10155
Phone number
(212) 312-6700
Established
Delaware since 02/21/2003
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 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#
STONEX GROUP INC.OWNER
HASSON, KIM-MARIECCO/AML COMPLIANCE OFFICER4021977
MESSINA, RICHARDPRESIDENT1361661
SCHIRRIPA, THOMAS NCFO/FINOP/PFO/POO2231180

Disclosures


Regulatory Event17
Arbitration1

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


THE BENCHMARK COMPANY, LLC

CRD#: 22982New York, NY 10155

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