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JR

Jerome E. Rosen

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CRD#: 404216
JR

Professional summary


Jerome Edward Rosen was barred by both the FINRA and the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Jerome is a previously registered financial professional and started their career in finance in 1973. Prior to being barred, Jerome had worked at 8 firms, which includes J. ALEXANDER SECURITIES INC., REYNOLDS KENDRICK STRATTON INC., EMANUEL AND COMPANY, GUARDIAN EQUITIES GROUP INC., VANDERBILT SECURITIES INC., PRESTIGE INVESTORS INC., NORBAY SECURITIES INC., NORTH BAYSIDE SECURITIES COMPANY OF NY INC.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jerry Rosen

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)


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

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


Past

July 12, 1995 - May 23, 2002

J. ALEXANDER SECURITIES, INC.

BD
CRD#: 7809
LOS ANGELES, CA
Past

March 4, 1994 - July 20, 1994

REYNOLDS KENDRICK STRATTON, INC.

BD
CRD#: 10414
Past

November 26, 1990 - March 31, 1994

EMANUEL AND COMPANY

BD
CRD#: 7309
NEW YORK, NY
Past

April 18, 1990 - March 26, 1991

GUARDIAN EQUITIES GROUP, INC.

BD
CRD#: 16991
Past

January 5, 1988 - November 30, 1993

VANDERBILT SECURITIES, INC.

BD
CRD#: 14280
Past

October 7, 1986 - July 6, 1987

PRESTIGE INVESTORS, INC.

BD
CRD#: 10300
Past

October 29, 1975 - April 1, 1986

NORBAY SECURITIES INC.

BD
CRD#: 5431
Past

September 4, 1973 - December 5, 1975

NORTH BAYSIDE SECURITIES COMPANY OF NY INC

BD
CRD#: 1000002

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 7/11/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 55
Date: 9/22/2000
Limited Representative-Equity Trader Exam
Principal/Supervisory Exam
RR
Series 00
Date: 8/30/1973
General Securities Principal Examination

Current Firm


JA
J. ALEXANDER SECURITIES, INC.
J. ALEXANDER SECURITIES, INC.

CRD#: 7809 / SEC#: , 8-23204

BD
Terminated by SEC on 09/20/2005
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 09/06/1978
Firm type
Corporation
Fiscal year end
April
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ALEXANDER, JAMESPRESIDENT2762
SIDNEY TARRANTEQUITY OWNER
DRAWBAUGH, DARYL IRVINFINANCIAL PRINCIPAL71778

Disclosures


Regulatory Event24
Arbitration4
Judgment/Lien1

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


J. ALEXANDER SECURITIES, INC.

CRD#: 7809

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