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JM

Jacquelin A. Medeiros

PURSHE KAPLAN STERLING INVESTMENTS
ALBANY, NY 12207
Some features on this profile are disabled
CRD#: 4253187
JM

Professional summary

Jacquelin Ann Medeiros, who also goes by Jacquelin Ann Crosson, Jackie Crosson, Jacquelin Ann Medeiros, Jackie Medeiros, is a registered financial professional currently at PURSHE KAPLAN STERLING INVESTMENTS located in Albany, New York.

Jacquelin is registered as a RR (Registered Representative) and started their career in finance in 2000. Jacquelin has worked at 8 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jacquelin Ann Crosson | Jackie Crosson | Jacquelin Ann Medeiros | Jackie Medeiros

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.
HANA KOI GALLERY, NOT INV RELATED, LAKEVILLE, MA, 100% OWNERSHIP, START 6/3/2015, 7 HOURS PER MONTH, ZERO HOURS DURING TRADING, EXHIBITING AND SELLING FINE ART. JACQUELIN MEDEIROS PHOTOGRAPHER, NOT INV RELATED, LAKEVILLE, MA, 100% OWNERSHIP, START 1/1/2016, 6 HOURS PER MONTH, ZERO HOURS DURING TRADING, CREATING AND SELLING PHOTOGRAPHS.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jacquelin Ann Medeiros'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

May 27, 2025 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 80 State Street, Albany, NY 12207Office #2: 36 Washington Street Suite 350, Wellesley, MA 02481
BD
CRD#: 35747
ALBANY, NY
Past

November 2, 2023 - February 19, 2025

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
Newton, MA
Past

April 29, 2022 - August 2, 2023

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
BOSTON, MA
Past

October 14, 2021 - April 11, 2022

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA
CRD#: 11025
WELLESLEY, MA
Past

October 13, 2021 - April 11, 2022

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
WELLESLEY, MA
Past

April 6, 2018 - November 2, 2021

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
BOSTON, MA
Past

March 6, 2015 - March 22, 2018

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
MIDDLETOWN, RI
Past

September 11, 2009 - March 12, 2015

INVESTORS CAPITAL CORP.

BD
CRD#: 30613
FALL RIVER, MA
Past

November 16, 2000 - September 16, 2009

LPL FINANCIAL LLC

BD
CRD#: 6413
FALL RIVER, MA

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
Colorado
(10/30/2025)
RR
Connecticut
(5/27/2025)
RR
Florida
(5/27/2025)
RR
Massachusetts
(5/27/2025)
RR
New York
(5/27/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 12/8/2000
Uniform Securities Agent 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: 11/15/2000
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

PK
PURSHE KAPLAN STERLING INVESTMENTS
PURSHE KAPLAN STERLING INVESTMENTS | SARATOGA 21ST, LTD. | PURSHE KAPLAN STERLING INVESTMENTS, INC.

CRD#: 35747 / SEC#: , 8-46844

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

Main Address
80 State Street, Albany, NY 12207
Mailing Address
80 State Street, Albany, NY 12207
Phone number
(518) 436-3536
Established
New York since 12/16/1993
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (52 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#
PKS HOLDINGS, LLCHOLDING CO.
BOHLEY, TRACEY LEACHIEF FINANCIAL OFFICER4826937
FLOUTON, KATHERINE MARIEPRESIDENT4405001
KVAM, PETER DAVIDCHIEF COMPLIANCE OFFICER4301918
MOTTA, CHRISTOPHER JOHNCOO2741133
PURCELL, JOHN PETERC.E.O.1664678

Disclosures

Regulatory Event11
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

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747Albany, NY 12207

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