Jeffrey T. Skinner
Professional summary
Jeffrey Thomas Skinner, who also goes by Jeff T Skinner, Jeffrey T Skinner, is a registered financial professional currently at CASTLEOAK SECURITIES, LP located in New York, New York.
Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 2002. Jeffrey has worked at 14 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jeffrey Thomas Skinner's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 9, 2025 - Present
CASTLEOAK SECURITIES, LP
Office #1: 200 Vesey Street Fl 04, New York, NY 10281March 27, 2023 - April 7, 2025
MARKETAXESS CORPORATION
August 13, 2015 - March 24, 2023
STIFEL, NICOLAUS & COMPANY, INCORPORATED
December 22, 2014 - August 3, 2015
CANTOR FITZGERALD & CO.
August 20, 2012 - October 23, 2014
BREAN CAPITAL, LLC
January 26, 2009 - August 20, 2012
MAXIM GROUP LLC
June 22, 2007 - February 12, 2009
WALNUT STREET SECURITIES, INC.
June 22, 2007 - February 12, 2009
TOWER SQUARE SECURITIES, INC.
June 22, 2007 - February 12, 2009
NEW ENGLAND SECURITIES
June 22, 2007 - February 12, 2009
MSI FINANCIAL SERVICES, INC.
February 17, 2005 - May 4, 2006
EQUITABLE ADVISORS, LLC
October 21, 2004 - March 3, 2006
MONY SECURITIES CORPORATION
September 26, 2003 - February 23, 2004
WELLS FARGO CLEARING SERVICES, LLC
July 22, 2002 - June 13, 2003
TD AMERITRADE, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/9/2025)
Exams
FINRA
Current Firm
CASTLEOAK SECURITIES, LP
CRD#: 125334 / SEC#: , 8-65786
Contact information
FINRA licenses (50 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| JONES, DAVID RODERICK | CHIEF EXECUTIVE OFFICER | 2389684 |
| CASTLEOAK MANAGEMENT, LLC | GENERAL PARTNER | |
| GOMEZ, LUIS J | FINOP AND PRINCIPAL FINANCIAL OFFICER | 4974439 |
| IPPOLITO, PHILIP | CHIEF OPERATING OFFICER AND PRINCIPAL OPERATIONS OFFICER | 1072137 |
| SKINNER, JEFFREY THOMAS | SENIOR VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | 4078336 |
Disclosures
| Regulatory Event | 2 |
| Civil Event | 1 |
Red Flags
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