Lonnie S. Jacobs
Professional summary
Lonnie S. Jacobs, who also goes by Lonnie Kimyagarov, Svetlana Kimyagarov, is a registered financial professional currently at FORESIDE FUND SERVICES, LLC located in New York, New York.
Lonnie is registered as a RR (Registered Representative) and started their career in finance in 2001. Lonnie has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Lonnie S. Jacobs's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 16, 2014 - Present
FORESIDE FUND SERVICES, LLC
Office #1: 250 West 34th Street 3rd Floor, New York, NY 10119September 26, 2006 - December 31, 2014
ALPS DISTRIBUTORS, INC.
August 16, 2001 - May 17, 2005
J.P. MORGAN SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/2/2015)
Exams
FINRA
Current Firm
FORESIDE FUND SERVICES, LLC
CRD#: 46106 / SEC#: , 8-51293
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FORESIDE DISTRIBUTORS, LLC | SOLE MEMBER | |
| COWAN, TERESA MARIA KAZMIERSKI | PRES/MANAGER/DIRECTOR | 1544189 |
| EDELMAN, GABRIEL | SECRETARY | 6654419 |
| LA FOND, SUSAN LORENE | TREASURER | 4512785 |
| LANZA, CHRISTOPHER CONTE | VICE PRESIDENT | 2184856 |
| MACCHIA, KATE SCHENDEL | VICE PRESIDENT | 4863973 |
| SOMMERS, WESTON | CFO/FINOP | 5290145 |
| STROUT, ALICIA KIMBERLY | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | 6320351 |
Red Flags
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