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JF

Jared M. Fragin

RICE FINANCIAL PRODUCTS COMPANY
New York, NY 10019
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CRD#: 3273402
JF

Professional summary


Jared Michael Fragin is a registered financial professional currently at RICE FINANCIAL PRODUCTS COMPANY located in New York, New York.

Jared is registered as a RR (Registered Representative) and started their career in finance in 2007. Jared has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 3 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 Jared Michael Fragin'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

October 27, 2015 - Present

RICE FINANCIAL PRODUCTS COMPANY

Office #1: 3 Columbus Circle 15th Fl, New York, NY 10019
BD
CRD#: 21606
New York, NY
Past

August 19, 2013 - May 5, 2015

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
WEEHAWKEN, NJ
Past

May 30, 2013 - July 17, 2013

UBS SECURITIES LLC

BD
CRD#: 7654
NEW YORK, NY
Past

May 30, 2013 - May 5, 2015

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

May 20, 2009 - November 21, 2012

UBS SECURITIES LLC

BD
CRD#: 7654
NEW YORK, NY
Past

November 14, 2007 - May 21, 2008

UBS SECURITIES LLC

BD
CRD#: 7654
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
Arizona
(10/27/2015)
RR
Arkansas
(10/27/2015)
RR
California
(10/27/2015)
RR
Connecticut
(10/27/2015)
RR
District of Columbia
(11/30/2015)
RR
Florida
(10/27/2015)
RR
Georgia
(10/27/2015)
RR
Illinois
(10/27/2015)
RR
Indiana
(10/27/2015)
RR
Louisiana
(10/27/2015)
RR
Maryland
(10/27/2015)
RR
Michigan
(11/30/2015)
RR
Mississippi
(10/27/2015)
RR
Missouri
(10/27/2015)
RR
Nevada
(11/30/2015)
RR
New Jersey
(10/27/2015)
RR
New York
(10/27/2015)
RR
North Carolina
(10/28/2015)
RR
Ohio
(10/27/2015)
RR
Oklahoma
(8/7/2017)
RR
Oregon
(3/29/2019)
RR
Pennsylvania
(10/27/2015)
RR
South Carolina
(10/27/2015)
RR
Texas
(10/27/2015)
RR
Virginia
(11/30/2015)
RR
Washington
(10/27/2015)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 8/10/2013
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


RF
RICE FINANCIAL PRODUCTS COMPANY
APEX PRYOR SECURITIES, A DIVISION OF RICE FINANCIAL PRODUCTS CO | RJR SECURITIES, INC. | RICE SECURITIES, LLC | RICE FINANCIAL PRODUCTS COMPANY | APEX SECURITIES, INC.

CRD#: 21606 / SEC#: , 8-39085

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


Main Address
4235 Hillsboro Pike Suite 300, Nashville, TN 37215
Mailing Address
3 Columbus Circle 15th Fl, New York, NY, 10019
Phone number
(212) 908-9200
Established
Delaware since 06/15/2009
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 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#
RICE DERIVATIVE HOLDINGS, L.P.SHAREHOLDER
DEGIULO, THOMAS EDWARDROSFP2351167
NAZZARENO, KARENFINOP5813844
RICE, JAMES DONALD JRCHAIRMAN, CEO, CCO1414533

Disclosures


Regulatory Event6

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


RICE FINANCIAL PRODUCTS COMPANY

CRD#: 21606New York, NY 10019

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