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JH

Jeremy Michael Hall

MULTI-BANK SECURITIES
COLUMBUS, OH
·CRD# 4162614·26 years registered

Professional Summary

Jeremy Michael Hall is a registered financial advisor currently at MULTI-BANK SECURITIES, INC. located in Columbus, Ohio. Jeremy is registered as a RR (Registered Representative) and started their career in finance in 2000. Jeremy has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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

26 years registered in the securities industry

Current & Past Employments

Current

MULTI-BANK SECURITIES, INC.Current·CRD# 22098
BD
8700 Orion Place, Columbus, OH 43240
October 5, 2011 - Present

Past

PNC WEALTH MANAGEMENT LLCPast·CRD# 129052
RIA
Columbus, OH
August 26, 2010 - March 16, 2011
PNC WEALTH MANAGEMENT LLCPast·CRD# 129052
BD
Columbus, OH
August 26, 2010 - March 16, 2011
MM ASCEND LIFE INVESTOR SERVICES, LLCPast·CRD# 36451
BD
Cincinnati, OH
September 4, 2008 - December 8, 2009
J.P. MORGAN INVESTMENT MANAGEMENT INC.Past·CRD# 107038
RIA
New York, NY
January 3, 2006 - January 11, 2008
JPMORGAN DISTRIBUTION SERVICES, INC.Past·CRD# 104234
BD
Columbus, OH
October 1, 2002 - November 30, 2007
JPMORGAN ASSET MANAGEMENTPast·CRD# 107247
RIA
Columbus, OH
May 21, 2004 - December 31, 2005
STEPHENSPast·CRD# 3496
RIA
Charlotte, NC
June 11, 2002 - August 19, 2002
STEPHENSPast·CRD# 3496
BD
Little Rock, AR
July 25, 2001 - August 19, 2002
BANC OF AMERICA INVESTMENT SERVICES, INC.Past·CRD# 16361
BD
Boston, MA
April 14, 2000 - August 15, 2001

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Current Firm

MS
MULTI-BANK SECURITIES, INC.

MULTI-BANK SECURITIES, INC.

CRD#: 22098 / SEC#: 8-39547
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)

Contact Information

Main Address

1000 Town Center #2300, Southfield, MI 48075

Mailing Address

1000 Town Center #2300, Southfield, MI 48075

Phone Number

(248) 291-1100

Established

Michigan since 08/17/1987

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Small

FINRA licenses (53 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#
MULTI-BANK SERVICES, LTD.SOLE SHAREHOLDER—
COOGAN, MICHAEL LAWSONCFO1735236
DREWS, MICHAEL WAYNEVICE CHAIRMAN1664216
ELSNER, MERLIN AUBERONCCO, SECRETARY5593423
MACCAGNONE, DAVID THOMASCHAIRMAN811479
MACCAGNONE, JEFFERY THOMASPRESIDENT AND CEO2077369

Disclosures

Regulatory Event

4

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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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(10/13/2011)
RR
California
(10/13/2011)
RR
Florida
(3/15/2012)
RR
Indiana
(10/20/2011)
RR
Kentucky
(1/2/2013)
RR
Louisiana
(2/9/2012)
RR
Massachusetts
(1/2/2014)
RR
Mississippi
(1/9/2013)
RR
New Mexico
(11/12/2025)
RR
New York
(4/26/2018)
RR
Ohio
(10/5/2011)
RR
Oregon
(1/9/2013)
RR
Pennsylvania
(1/10/2012)
RR
Puerto Rico
(10/30/2023)
RR
Tennessee
(9/17/2013)
RR
Texas
(3/15/2012)
RR
Virginia
(5/17/2022)
RR
Washington
(8/31/2016)
RR
West Virginia
(1/9/2013)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 2010About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Apr 2000About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Apr 2000About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Jeremy Michael Hall's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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