Jason J. Kaufman

LINCOLN INTERNATIONAL LLC

McLean, VA 22102

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CRD#: 4514281

Professional summary

Jason Joel Kaufman, who also goes by Jason Joel Kaufman, is a registered financial professional currently at LINCOLN INTERNATIONAL LLC located in Mclean, Virginia.

Jason is registered as a RR (Registered Representative) and started their career in finance in 2004. Jason has worked at 4 firms and has passed the Series 63, Series 79TO, Series 99TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Jason Joel Kaufman

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 Jason Joel Kaufman'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

October 14, 2024 - Present

LINCOLN INTERNATIONAL LLC

Office #1: 1660 International Dr. Suite 600, Mclean, VA 22102

CRD#: 42045

McLean, VA

Past

May 2, 2011 - October 14, 2024

CHERTOFF CAPITAL, LLC

CRD#: 145134

WASHINGTON, DC

Past

February 28, 2005 - April 13, 2011

SCOTT & STRINGFELLOW, LLC

CRD#: 6255

RESTON, VA

Past

November 4, 2004 - March 1, 2005

WINDSOR GROUP, LLC

CRD#: 126259

RESTON, VA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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

California
(10/14/2024)

District of Columbia
(10/14/2024)

Georgia
(10/14/2024)

Illinois
(10/14/2024)

New York
(10/14/2024)

Texas
(10/14/2024)

Virginia
(10/14/2024)

Exams

State Security Law Exam

Series 63

Date: 11/30/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 79TO

Date: 1/2/2023

Investment Banking Registered Representative Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/3/2004

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/27/2011

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

LINCOLN INTERNATIONAL LLC

LINCOLN INTERNATIONAL I LLC | LINCOLN PARTNERS L.L.C | LINCOLN INTERNATIONAL LLC | LINCOLN INTERNATIONAL L.L.C.

CRD#: 42045 / SEC#: , 8-49671

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

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Contact information

Main Address

110 North Wacker Drive-51st Floor, Chicago, IL 60606

Mailing Address

110 North Wacker Drive-51st Floor, Chicago, IL 60606

Phone number

(312) 580-8339

Established

Illinois since 03/28/1996

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Large

# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
LINCOLN INTERNATIONAL, LP	SOLE MEMBER
BARR, ROBERT BRUCE	MANAGING MEMBER	720560
BROWN, ROBERT TODD	CHIEF EXECUTIVE OFFICER	3114282
HAQUE, SARAH ANSARI	CHIEF COMPLIANCE OFFICER & DEPUTY GENERAL COUNSEL	7419726
KAHN, RONALD ALAN	EXECUTIVE COMMITTEE MEMBER	1701384
LAWSON, LAWRENCE JAMES III	MANAGING MEMBER, CHAIRMAN	1081222
MALCHOW, ERIC DENNIS	PRESIDENT	2499555
NELSON, JULIE ANNE	FINOP, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS	7051181

Disclosures

Regulatory Event

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.

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Advisor Monitoring

Firm Stability Insights

Jason J. Kaufman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jason Joel Kaufman's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHERTOFF CAPITAL, LLC

SCOTT & STRINGFELLOW, LLC

WINDSOR GROUP, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 11/30/2004

Series 79TO

Date: 1/2/2023

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 11/3/2004

Series 24

Date: 9/27/2011

FINRA

Current Firm

LINCOLN INTERNATIONAL LLC

Contact information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

LINCOLN INTERNATIONAL LLC

TRUST BUT VERIFY

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