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GJ

Gregg Martin Jurkiewicz

LEERINK PARTNERS
BOSTON, MA
·CRD# 4440135·22 years experience

Professional Summary

Gregg Martin Jurkiewicz is a registered financial advisor currently at LEERINK PARTNERS LLC located in Boston, Massachusetts. Gregg is registered as a RR (Registered Representative) and started their career in finance in 2004. Gregg has worked at 3 firms and has passed the Series 99TO, SIE and Series 27 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

22 years in the financial services industry

Current & Past Employments

LEERINK PARTNERS LLC·CRD# 39011
BD
53 State Street 40th Floor, Boston, MA, 02109
October 1, 2012 - Present
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP·CRD# 7325
BD
Boston, MA
September 6, 2006 - October 1, 2012
SIGNATOR INVESTORS, INC.·CRD# 468
BD
Boston, MA
August 20, 2004 - July 26, 2006

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Current Firm

LP
LEERINK PARTNERS LLC

LEERINK | SVB SECURITIES LLC | SVB LEERINK LLC | LEERINK, SWANN, GARRITY, SOLLAMI, YAFFE & WYNN, INC. | LEERINK SWANN LLC | LEERINK SWANN & COMPANY | LEERINK SWANN & CO., INC. | LEERINK PARTNERS, LLC | LEERINK PARTNERS LLC | LEERINK PARTNERS | LEERINK & CO., INC.

CRD#: 39011 / SEC#: 801-68264, 8-48535
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)

Contact Information

Main Address

53 State Street 40th Floor, Boston, MA, 02109

Mailing Address

53 State Street 40th Floor 40th Floor, Boston, MA, 02109

Phone Number

(617) 918-4900

Established

Delaware since 07/19/2007

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Medium

FINRA licenses (51 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

LEERINK ADV PART 2A 03 2012 (3/24/2012)

Direct owners and executive officers

NamePositionCRD#
LEERINK INTERMEDIATE HOLDINGS LLCMEMBER—
CASEY, KEVIN MICHAELCHIEF COMPLIANCE OFFICER4754440
DAVIDSON, THOMAS ADAMSENIOR MANAGING DIRECTOR2248233
DUBIN, DANIEL BARRYSENIOR MANAGING DIRECTOR3231063
GENTILE, JOSEPH ROBERTCHIEF ADMINISTRATIVE OFFICER2545927
HEINEMAN, STEVEN PGENERAL COUNSEL5386950
JURKIEWICZ, GREGG MARTINFINOP4440135
LEERINK, JEFFREY ALANCEO1718986
OLSON, ERIC PATRICKPRINCIPAL OPERATIONS OFFICER2542584

Disclosures

Regulatory Event

6

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Jan 2023About the SIE exam

Series 27 — Financial and Operations Principal Examination

Passed Aug 2004About the Series 27 exam
Cboe BYX Exchange, Inc.
SRO Registrations
Cboe BZX Exchange, Inc.
SRO Registrations
Cboe EDGA Exchange, Inc.
SRO Registrations
Cboe EDGX Exchange, Inc.
SRO Registrations
FINRA
SRO Registrations
Investors' Exchange LLC
SRO Registrations
NYSE Arca, Inc.
SRO Registrations
Nasdaq Stock Market
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Gregg Martin Jurkiewicz's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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