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JK

Jason F. Kroplewski

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CRD#: 4604069
JK

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jason Frank Kroplewski, who also goes by Jason Kroft, Jay Kroft, Jason Krop, Jay Krop, was a registered financial professional .

Jason is a previously registered financial professional and started their career in finance in 2003. Jason had worked at 6 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jason Kroft | Jay Kroft | Jason Krop | Jay Krop

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

August 5, 2011 - March 12, 2012

JOHN CARRIS INVESTMENTS LLC

BD
CRD#: 145767
HOBOKEN, NJ
Past

February 19, 2010 - May 28, 2010

TD WEALTH MANAGEMENT SERVICES INC.

BD
CRD#: 6940
NEW YORK, NY
Past

April 17, 2009 - December 1, 2009

WINDSOR STREET CAPITAL, LP

BD
CRD#: 34171
NEW YORK, NY
Past

May 3, 2006 - November 9, 2007

UBS SERVICES USA LLC

BD
CRD#: 46330
WEEHAWKEN, NJ
Past

February 24, 2005 - December 21, 2005

GREAT EASTERN SECURITIES, INC.

BD
CRD#: 2061
NEW YORK, NY
Past

January 8, 2003 - February 1, 2005

THINKEQUITY LLC

BD
CRD#: 20996
NEW YORK, NY

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: 3/5/2003
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


JC
JOHN CARRIS INVESTMENTS LLC
ARCHEY & CO. LLC | JOHN CARRIS INVESTMENTS LLC

CRD#: 145767 / SEC#: , 8-67751

BD
Terminated by SEC on 06/27/2014
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Contact information


Main Address
Mailing Address
Phone number
Established
Oklahoma since 02/02/2006
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
INVICTUS CAPITAL INCHOLDING COMPANY
CARRIS, GEORGE WILLIAM MR.CEO, COO, CCO3079577
CLARK, MICHAEL KEVINMANAGING DIRECTOR
NELSON, STEVENOWNER

Disclosures


Regulatory Event6
Arbitration2

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


JOHN CARRIS INVESTMENTS LLC

CRD#: 145767

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