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JT

Jean-louis G. Tassart

MISSIONSQUARE WEALTH MANAGEMENT
Washington, DC 20002-4240
Some features on this profile are disabled
CRD#: 4208345
JT

Professional summary

Jean-louis G Tassart, CFP®, who also goes by Jeanlouis G Tassart, Jeanlouis Tassart, is a registered financial professional currently at MISSIONSQUARE WEALTH MANAGEMENT located in Washington, District Of Columbia.

Jean-louis is registered as a RR (Registered Representative) and started their career in finance in 2000. Jean-louis has worked at 4 firms and has passed the Series 63, Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jeanlouis G Tassart | Jeanlouis Tassart

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 Jean-louis G Tassart's 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®
CFP®

Certified Financial Planner

Start date: 2000

Experience

Current

February 29, 2008 - Present

MISSIONSQUARE WEALTH MANAGEMENT

Office #1: 777 North Capitol Street, Ne Suite 600, Washington, DC 20002-4240
BD
CRD#: 23189
Washington, DC
Past

April 20, 2006 - September 17, 2007

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
NEW YORK, NY
Past

August 30, 2002 - December 16, 2003

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
LINCOLN, NE
Past

November 16, 2001 - March 27, 2002

CAPITAL BROKERAGE CORPORATION

BD
CRD#: 10465
GLEN ALLEN, VA
Past

July 28, 2000 - November 15, 2001

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
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
New York
(4/14/2008)

Exams

State Security Law Exam
RR
Series 63
Date: 7/1/2006
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 8/29/2000
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/27/2000
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

MW
MISSIONSQUARE WEALTH MANAGEMENT
ICMA - RC SERVICES, INC. | MISSIONSQUARE WEALTH MANAGEMENT | MISSIONSQUARE INVESTMENT SERVICES | ICMA-RC SERVICES, LLC

CRD#: 23189 / SEC#: , 8-40268

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

Main Address
777 North Capitol Street, Ne Suite 600, Washington, DC 20002-4240
Mailing Address
777 North Capitol Street, Ne Suite 600, Washington, DC 20002-4240
Phone number
(202) 962-4600
Established
Delaware since 12/31/1998
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION D/B/A MISSIONSQUARE RETIREMENTMEMBER/OWNER
GANEY, PETER DAVIDSONMANAGER2282691
HOGENDORN, SHANNON DANIELPRINCIPAL MANAGER3221945
HOGENDORN, SHANNON DANIELCHIEF OPERATIONS OFFICER3221945
RICHARDS, CLIFF LAWRENCECHIEF COMPLIANCE OFFICER2974428
WHITTY, RICHARD PATRICKTREASURER/FINOP1988149

Disclosures

Regulatory Event3
Arbitration2

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

MISSIONSQUARE WEALTH MANAGEMENT

CRD#: 23189Washington, DC 20002-4240

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