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AJ

Albert B. Jones

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CRD#: 4356255
AJ

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.

Albert Beckford Jones, who also goes by Albert B Jones, was a registered financial professional .

Albert is a previously registered financial professional and started their career in finance in 2001. Albert had worked at 8 firms and has passed the Series 66 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Albert B Jones

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

January 1, 2013 - June 10, 2014

GLOBAL-AMERICAN INVESTMENTS, INC.

BD
CRD#: 41802
CHICAGO, IL
Past

January 4, 2011 - January 31, 2011

TITLE SECURITIES, INC.

BD
CRD#: 30057
CHICAGO, IL
Past

December 17, 2008 - March 24, 2009

CORPORATE INVESTMENTS GROUP, INC.

BD
CRD#: 38690
CHICAGO, IL
Past

April 25, 2006 - October 26, 2006

CHICAGO SECURITIES CORP

RIA
CRD#: 136946
STRATFORD, CT
Past

March 17, 2006 - October 26, 2006

TOUCHPOINT SECURITIES CORP.

BD
CRD#: 137224
CHICAGO, IL
Past

January 3, 2005 - March 2, 2005

TRADINGBLOCK

BD
CRD#: 128605
CHICAGO, IL
Past

October 25, 2004 - February 22, 2005

BRIDGE ADVISORS, INC. DBA TRADINGBLOCK ADVISORS

RIA
CRD#: 132613
CHICAGO, IL
Past

June 27, 2001 - February 3, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
CHICAGO, IL
Past

May 18, 2001 - February 3, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

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
IAR
Series 66
Date: 6/19/2001
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


GI
GLOBAL-AMERICAN INVESTMENTS, INC.
GLOBAL-AMERICAN INVESTMENTS, INC.

CRD#: 41802 / SEC#: , 8-49582

BD
Terminated by SEC on 01/23/2015
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Contact information


Main Address
Mailing Address
Phone number
Established
Arizona since 09/09/1996
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
GLOBAL-AMERICAN HOLDINGS, CORP.100% OWNER
CONLIN, JOHN FRANCIS IIPRESIDENT & CCO1704085
CONLIN, JOHN FRANCIS IICHIEF OPERATING OFFICER1704085
LEWKE, WILLIAM FREDERICKCEO & CHAIRMAN2226635
SWIRSKY, CEDRIC MARCHELLFINOP2292281

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


GLOBAL-AMERICAN INVESTMENTS, INC.

CRD#: 41802

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