David W. Joncas
Professional summary
David William Joncas is a registered financial professional currently at AERIS PARTNERS LLC located in Boston, Massachusetts.
David is registered as a RR (Registered Representative) and started their career in finance in 2001. David has worked at 4 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view David William Joncas's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 23, 2010 - Present
AERIS PARTNERS LLC
Office #1: 500 Boylston Street 18th Floor, Boston, MA 02116Office #2: 500 Boylston Street 18th Floor, Boston, MA 02116June 15, 2006 - November 24, 2010
HARRIS WILLIAMS
February 27, 2004 - May 15, 2006
JEFFERIES LLC
September 20, 2001 - February 27, 2004
BROADVIEW INTERNATIONAL 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
(6/14/2022)
(11/29/2010)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationFINRA
Current Firm
AERIS PARTNERS LLC
CRD#: 153862 / SEC#: , 8-68579
Contact information
FINRA licenses (2 States and Territories)
Documents
Red Flags
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Company Information
AERIS PARTNERS LLC
CRD#: 153862Boston, MA 02116TRUST BUT VERIFY
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