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JB

Jeffrey Bodner

AMERICAN GLOBAL WEALTH MANAGEMENT
Mcdonough, GA 30253
Some features on this profile are disabled
CRD#: 4453026
JB

Professional summary

Jeffrey Bodner, who also goes by Jeff Bodner, Jeffrey Bodner, is a registered financial professional currently at AMERICAN GLOBAL WEALTH MANAGEMENT, INC. located in Mcdonough, Georgia.

Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 2001. Jeffrey has worked at 11 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jeff Bodner | Jeffrey Bodner

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 Jeffrey Bodner's CRS (Customer Relationship Summary).
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

March 2, 2026 - Present

AMERICAN GLOBAL WEALTH MANAGEMENT, INC.

Office #1: 1600 Pennsylvania Avenue, Mcdonough, GA 30253
BD
CRD#: 7388
Mcdonough, GA
Past

February 2, 2026 - March 2, 2026

KCD FINANCIAL, INC.

BD
CRD#: 127473
GREEN BAY, WI
Past

January 31, 2011 - January 13, 2026

CAPE SECURITIES INC.

BD
CRD#: 7072
NEW YORK, NY
Past

November 24, 2009 - February 18, 2011

FIRST MIDWEST SECURITIES, INC.

BD
CRD#: 21786
NEW YORK, NY
Past

August 28, 2008 - December 2, 2009

PRESTIGE FINANCIAL CENTER, INC.

BD
CRD#: 30407
NEW YORK, NY
Past

January 7, 2008 - February 12, 2008

ARJENT LTD.

BD
CRD#: 35909
NEW YORK, NY
Past

February 2, 2006 - October 6, 2006

ARJENT LTD.

BD
CRD#: 35909
NEW YORK, NY
Past

July 15, 2005 - July 31, 2008

MCBARRON CAPITAL LLC

BD
CRD#: 131431
NEW YORK, NY
Past

June 23, 2004 - July 6, 2005

AURA FINANCIAL SERVICES, INC.

BD
CRD#: 42822
BIRMINGHAM, AL
Past

May 10, 2004 - June 24, 2004

FIRST MONTAUK SECURITIES CORP.

BD
CRD#: 13755
RED BANK, NJ
Past

May 24, 2002 - May 6, 2004

J.P.R. CAPITAL CORP.

BD
CRD#: 38056
SYOSSET, NY
Past

December 6, 2001 - June 27, 2002

HARMONIC RESEARCH, INC.

BD
CRD#: 37704
NEW YORK, 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
Arizona
(3/2/2026)
RR
California
(3/2/2026)
RR
Connecticut
(3/2/2026)
RR
Georgia
(3/2/2026)
RR
Iowa
(3/2/2026)
RR
Kansas
(3/2/2026)
RR
Massachusetts
(3/2/2026)
RR
New Jersey
(3/2/2026)
RR
New York
(3/2/2026)
RR
Ohio
(3/2/2026)
RR
Oklahoma
(3/2/2026)
RR
Texas
(3/2/2026)
RR
Utah
(3/2/2026)
RR
Virginia
(3/2/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 11/27/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/19/2001
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/7/2010
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

AG
AMERICAN GLOBAL WEALTH MANAGEMENT, INC.
AMERICAN GLOBAL WEALTH MANAGEMENT, INC. | WISCONSIN DISCOUNT SECURITIES CORPORATION

CRD#: 7388 / SEC#: , 8-21584

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

Main Address
1600 Pennsylvania Ave., Mcdonough, GA 30253
Mailing Address
1600 Pennsylvania Ave., Mcdonough, GA 30253
Phone number
(770) 400-9862
Established
Wisconsin since 02/25/1977
Firm type
Corporation
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
AMERICAN GLOBAL WEALTH SERVICES, INC.OWNER
CIANTRO, PHILIPFINOP2350685
FAULK, RACHELCHIEF COMPLIANCE OFFICER7712313
MAY, JAMES DAVIDVP OF REPRESENTATIVE AND CLIENT RELATIONS1601422
WEBB, JAMES RANDALLCEO2089446
WEBB, JAMES RANDALLCHIEF OPERATIONS OFFICER2089446
WEBB, JAMES RANDALLPRESIDENT2089446

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

AMERICAN GLOBAL WEALTH MANAGEMENT, INC.

CRD#: 7388Mcdonough, GA 30253

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