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JG

James J. Gerdy

COMHAR CAPITAL MARKETS
Wilmette, IL 60091
Some features on this profile are disabled
CRD#: 4479032
JG

Professional summary


James Joseph Gerdy, who also goes by James J Gerdy, Jim Gerdy, is a registered financial professional currently at COMHAR CAPITAL MARKETS, LLC located in Wilmette, Illinois.

James is registered as a RR (Registered Representative) and started their career in finance in 2004. James has worked at 5 firms and has passed the Series 63, SIE, Series 57 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


James J Gerdy | Jim Gerdy

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 James Joseph Gerdy's 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

April 6, 2021 - Present

COMHAR CAPITAL MARKETS, LLC

Office #1: 1000 Skokie Boulevard Suite Ll33, Wilmette, IL 60091
BD
CRD#: 47955
Wilmette, IL
Past

April 30, 2018 - September 9, 2019

SUSQUEHANNA SECURITIES, LLC

BD
CRD#: 35874
BALA CYNWYD, PA
Past

May 16, 2016 - September 20, 2017

SIMPLEX TRADING, LLC

BD
CRD#: 153585
CHICAGO, IL
Past

April 1, 2009 - December 31, 2009

MATLOCK CAPITAL, LLC

BD
CRD#: 131722
CHICAGO, IL
Past

November 4, 2004 - October 5, 2005

TD OPTIONS LLC

BD
CRD#: 119855
CHICAGO, IL

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
Series 63
Date: 3/22/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 57
Date: 6/15/2016
Securities Trader Exam
General Industry/Product Exam
SRO Registrations
RR
Cboe BYX Exchange, Inc.
SRO Registrations
RR
Cboe BZX Exchange, Inc.
SRO Registrations
RR
Cboe EDGA Exchange, Inc.
SRO Registrations
RR
Cboe EDGX Exchange, Inc.
SRO Registrations
RR
FINRA
SRO Registrations
RR
Investors' Exchange LLC
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


CC
COMHAR CAPITAL MARKETS, LLC
COMHAR CAPITAL MARKETS, LLC | YUKON TRADING, LLC | SHEEHAN, ROBERT CHARLES | GLP, LLC | GLOBAL LIQUIDITY EXECUTION SERVICES, LLC

CRD#: 47955 / SEC#: , 8-51969

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


Main Address
1000 Skokie Boulevard Suite Ll33, Wilmette, IL 60091
Mailing Address
Po Box 2326, Glenview, IL 60025
Phone number
(312) 925-4206
Established
Illinois since 07/21/1999
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ACS GLOBAL HOLDINGS, LLCSOLE MEMBER
DEROLF, MARK KENNETHCHIEF COMPLIANCE OFFICER1924355
LANG, TIMOTHY JUDECEO & RISK MANAGER1109356
MURPHY, KRISTENFINANCIAL OPERATIONS PERSON (FINOP)2287252

Disclosures


Regulatory Event3

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


COMHAR CAPITAL MARKETS, LLC

CRD#: 47955Wilmette, IL 60091

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