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JD

Jacob A. Dubois

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CRD#: 4264514
JD

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jacob Asa Dubois, who also goes by Jake Asa Dubois, was a registered financial professional .

Jacob is a previously registered financial professional and started their career in finance in 2002. Jacob had worked at 5 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


Jake Asa Dubois

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

March 9, 2015 - February 10, 2017

REYNOLDS ADVISORY PARTNERS,LLC

BD
CRD#: 147603
DENVER, CO
Past

August 6, 2013 - February 5, 2015

COLLIERS SECURITIES LLC

RIA
CRD#: 7477
MINNEAPOLIS, MN
Past

September 26, 2011 - February 5, 2015

COLLIERS SECURITIES LLC

BD
CRD#: 7477
MINNEAPOLIS, MN
Past

May 11, 2010 - August 30, 2011

WESTPARK CAPITAL, INC.

RIA
CRD#: 39914
HUNTINGTON BEACH, CA
Past

May 10, 2010 - August 30, 2011

WESTPARK CAPITAL, INC.

BD
CRD#: 39914
NEW YORK, NY
Past

January 28, 2008 - February 26, 2010

MCGLADREY CAPITAL MARKETS, LLC

BD
CRD#: 47639
COSTA MESA, CA
Past

August 1, 2003 - November 16, 2007

MCGLADREY CAPITAL MARKETS, LLC

BD
CRD#: 47639
COSTA MESA, CA
Past

June 5, 2002 - July 2, 2003

WEDBUSH SECURITIES INC.

BD
CRD#: 877
PASADENA, CA

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: 3/2/2004
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 5/11/2001
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


RA
REYNOLDS ADVISORY PARTNERS,LLC
REYNOLDS ADVISORY PARTNERS, LLC | REYNOLDS ADVISORY PARTNERS,LLC

CRD#: 147603 / SEC#: , 8-67918

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


Main Address
3131 E Alameda Avenue Unit 1308, Denver, CO 80206
Mailing Address
100 Fillmore Street Suite 500, Denver, CO 80206
Phone number
(626) 316-6100
Established
Colorado since 04/19/2008
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
RAP BD HOLDING, LLCMEMBER
REYNOLDS, DOUGLAS EDWARDCEO, CCO, FINOP, PRINCIPAL1711619

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


REYNOLDS ADVISORY PARTNERS,LLC

CRD#: 147603

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