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JC

James A. Cognetti

BREAN CAPITAL
Franklin, TN 37067
Some features on this profile are disabled
CRD#: 4543125
JC

Professional summary


James A Cognetti, who also goes by James A. Cognetti, is a registered financial professional currently at BREAN CAPITAL, LLC located in Franklin, Tennessee.

James is registered as a RR (Registered Representative) and started their career in finance in 2004. James has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


James A. Cognetti

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 A Cognetti'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

August 19, 2013 - Present

BREAN CAPITAL, LLC

Office #1: 5000 Meridian Boulevard Suite 160, Franklin, TN 37067
BD
CRD#: 23723
Franklin, TN
Past

November 2, 2009 - August 5, 2013

CRT CAPITAL GROUP LLC

BD
CRD#: 28830
NEW YORK, NY
Past

July 31, 2009 - October 28, 2009

JVB FINANCIAL GROUP, LLC

BD
CRD#: 104412
NEW YORK, NY
Past

February 27, 2008 - June 30, 2009

MAXIM GROUP LLC

BD
CRD#: 120708
NEW YORK, NY
Past

February 18, 2005 - February 19, 2008

WAMU CAPITAL CORP.

BD
CRD#: 119069
NEW YORK, NY
Past

August 20, 2004 - January 13, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
WASHINGTON, DC
Past

July 26, 2004 - January 13, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
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
(5/7/2025)
RR
California
(8/23/2013)
RR
Colorado
(4/7/2015)
RR
Connecticut
(8/23/2013)
RR
Florida
(8/23/2013)
RR
Georgia
(7/8/2014)
RR
Illinois
(11/8/2019)
RR
Indiana
(9/2/2021)
RR
Massachusetts
(7/8/2014)
RR
Michigan
(10/7/2021)
RR
Minnesota
(2/24/2020)
RR
Nebraska
(12/23/2020)
RR
Nevada
(5/19/2025)
RR
New Jersey
(8/23/2013)
RR
New York
(8/19/2013)
RR
Ohio
(1/26/2022)
RR
Pennsylvania
(8/23/2013)
RR
Tennessee
(6/4/2021)
RR
Texas
(8/23/2013)
RR
Utah
(6/15/2020)
RR
Virginia
(3/8/2018)
RR
Washington
(7/29/2019)
RR
Wisconsin
(8/13/2021)

Exams


State Security Law Exam
IAR
Series 65
Date: 8/13/2004
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


BC
BREAN CAPITAL, LLC
BREAN CAPITAL, LLC | NATIONAL LIQUIDATORS, INC | CARRET SECURITIES, LLC | CARRET SECURITIES, INC. | BREAN MURRAY, CARRET & CO., LLC.

CRD#: 23723 / SEC#: , 8-40742

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


Main Address
505 Fifth Avenue 5th Floor, New York, NY 10017
Mailing Address
505 Fifth Avenue 5th Floor, New York, NY 10017
Phone number
(212) 702-6500
Established
Delaware since 02/03/2000
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
BMUR HOLDINGS, LLCHOLDING COMPANY
HUNT FS HOLDINGS III, LLCHOLDING COMPANY
ALLURED LLCHOLDING COMPANY
LIZINATOR LLCHOLDING COMPANY
BREAN CAPITAL HOLDINGS, LLCHOLDING COMPANY
CORWEN, STEPHEN MILLERHEAD OF MBS/ABS SALES2943061
FINE, ROBERT MICHAELCHIEF EXECUTIVE OFFICER1450313
GUZMAN, JEFFREY MCHIEF COMPLIANCE OFFICER3095123
LAMARSH, JONATHAN ANDREWPRINCIPAL OPERATIONS OFFICER5436335
MACKLIN, JOHN TIMOTHYPRINCIPAL OPERATIONS OFFICER1446800
SARABELLA, ARNOLDCHIEF FINANCIAL OFFICER AND PRINCIPAL FINANCIAL OFFICER1717059
TIRSCHWELL, ROBERT MOYSEEXECUTIVE MANAGING DIRECTOR2230453

Disclosures


Regulatory Event12

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


BREAN CAPITAL, LLC

CRD#: 23723Franklin, TN 37067

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