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JA

John F. Allen

QUANTITATIVE BROKERS
New York, NY 10017
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CRD#: 4314730
JA

Professional summary


John Faulkner Allen is a registered financial professional currently at QUANTITATIVE BROKERS, LLC located in New York, New York.

John is registered as a RR (Registered Representative) and started their career in finance in 2001. John has worked at 5 firms and has passed the Series 63, Series 57TO, Series 99TO, SIE, Series 3, Series 55, Series 7, Series 14, Series 27, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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 John Faulkner Allen'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®
None

Experience


Current

April 20, 2015 - Present

QUANTITATIVE BROKERS, LLC

Office #1: 285 Madison Avenue Suite 1700, New York, NY 10017Office #2: 285 Madison Avenue Suite 1700, New York, NY 10017
BD
CRD#: 169876
New York, NY
Past

December 6, 2011 - October 14, 2015

OPEN TO THE PUBLIC INVESTING, INC.

BD
CRD#: 127818
NEW YORK, NY
Past

July 15, 2011 - December 5, 2011

ECHOTRADE LLC

BD
CRD#: 42239
PHOENIX, AZ
Past

March 3, 2003 - August 10, 2010

FIS BROKERAGE & SECURITIES SERVICES LLC

BD
CRD#: 104162
HOBOKEN, NJ
Past

January 18, 2001 - March 3, 2003

RUMSON CAPITAL, LLC

BD
CRD#: 33848
MONTEBELLO, 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
(4/20/2015)

Exams


State Security Law Exam
RR
Series 63
Date: 2/9/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 4/12/2001
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


QB
QUANTITATIVE BROKERS, LLC
QUANTITATIVE BROKERS, LLC

CRD#: 169876 / SEC#: , 8-69396

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


Main Address
285 Madison Avenue Suite 1700, New York, NY 10017
Mailing Address
285 Madison Avenue Suite 1700, New York, NY 10017
Phone number
(646) 293-1800
Established
Delaware since 06/18/2009
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
DEUTSCHE BOERSE SYSTEMS, INC.SHAREHOLDER
CENTANA GROWTH PARTNERS (AIV), LLCSHAREHOLDER
ALLEN, JOHN FAULKNERINTERIM CEO, CCO, FINOP4314730
ALMGREN, ROBERT FREDERICKSHAREHOLDER; BOARD; PRESIDENT4994071

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


QUANTITATIVE BROKERS, LLC

CRD#: 169876New York, NY 10017

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