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SJ

Sarah M. Jones

LAZARD ASSET MANAGEMENT SECURITIES LLC
New York, NY 10112
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CRD#: 4630124
SJ

Professional summary


Sarah Madeleine Jones, who also goes by Sarah Madeleine Mcadam Ms., Sarah Madeleine Mcadam, is a registered financial professional currently at LAZARD ASSET MANAGEMENT SECURITIES LLC located in New York, New York.

Sarah is registered as a RR (Registered Representative) and started their career in finance in 2003. Sarah has worked at 6 firms and has passed the Series 66, Series 31, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Sarah Madeleine Mcadam Ms. | Sarah Madeleine Mcadam

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 Sarah Madeleine Jones'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

June 10, 2021 - Present

LAZARD ASSET MANAGEMENT SECURITIES LLC

Office #1: 30 Rockefeller Plaza 56th Floor, New York, NY, 10112
BD
CRD#: 129119
New York, NY
Past

May 4, 2007 - April 21, 2021

WADDELL & REED

BD
CRD#: 866
OVERLAND PARK, KS
Past

May 4, 2007 - April 30, 2021

IVY DISTRIBUTORS, INC.

BD
CRD#: 16496
OVERLAND PARK, KS
Past

August 12, 2006 - May 3, 2007

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
LEAWOOD, KS
Past

August 12, 2006 - May 3, 2007

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
LEAWOOD, KS
Past

August 24, 2004 - August 12, 2006

PIPER SANDLER & CO.

RIA
CRD#: 665
LEAWOOD, KS
Past

August 24, 2004 - August 12, 2006

PIPER SANDLER & CO.

BD
CRD#: 665
LEAWOOD, KS
Past

June 16, 2003 - May 20, 2004

A. G. EDWARDS & SONS, INC.

RIA
CRD#: 4
OVERLAND PARK, KS
Past

April 16, 2003 - May 20, 2004

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO

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
Alabama
(6/10/2021)
RR
Alaska
(6/10/2021)
RR
Arizona
(6/10/2021)
RR
Arkansas
(6/10/2021)
RR
California
(6/10/2021)
RR
Colorado
(6/10/2021)
RR
Connecticut
(6/10/2021)
RR
Delaware
(6/10/2021)
RR
District of Columbia
(6/10/2021)
RR
Florida
(6/10/2021)
RR
Georgia
(6/10/2021)
RR
Hawaii
(6/10/2021)
RR
Idaho
(6/10/2021)
RR
Illinois
(6/10/2021)
RR
Indiana
(6/10/2021)
RR
Iowa
(6/10/2021)
RR
Kansas
(6/10/2021)
RR
Kentucky
(6/10/2021)
RR
Louisiana
(6/10/2021)
RR
Maine
(6/10/2021)
RR
Maryland
(6/10/2021)
RR
Massachusetts
(6/10/2021)
RR
Michigan
(6/10/2021)
RR
Minnesota
(6/10/2021)
RR
Mississippi
(6/10/2021)
RR
Missouri
(6/10/2021)
RR
Montana
(6/10/2021)
RR
Nebraska
(6/10/2021)
RR
Nevada
(6/10/2021)
RR
New Hampshire
(6/10/2021)
RR
New Jersey
(6/10/2021)
RR
New Mexico
(6/10/2021)
RR
New York
(6/10/2021)
RR
North Carolina
(6/10/2021)
RR
North Dakota
(6/10/2021)
RR
Ohio
(6/10/2021)
RR
Oklahoma
(6/10/2021)
RR
Oregon
(6/10/2021)
RR
Pennsylvania
(6/10/2021)
RR
Puerto Rico
(6/10/2021)
RR
Rhode Island
(6/10/2021)
RR
South Carolina
(6/10/2021)
RR
South Dakota
(6/10/2021)
RR
Tennessee
(6/10/2021)
RR
Texas
(6/10/2021)
RR
Utah
(6/10/2021)
RR
Vermont
(6/10/2021)
RR
Virginia
(6/10/2021)
RR
Washington
(6/10/2021)
RR
West Virginia
(6/10/2021)
RR
Wisconsin
(6/10/2021)
RR
Wyoming
(6/10/2021)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 6/13/2003
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 31
Date: 7/22/2021
Futures Managed Funds Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


LA
LAZARD ASSET MANAGEMENT SECURITIES LLC
LAZARD ASSET MANAGEMENT SECURITIES LLC

CRD#: 129119 / SEC#: , 8-66201

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


Main Address
30 Rockefeller Plaza 56th Floor, New York, NY, 10112
Mailing Address
30 Rockefeller Plaza 56th Floor, New York, NY, 10112
Phone number
(212) 632-6521
Established
Delaware since 05/01/2003
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (52 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#
LAZARD ASSET MANAGEMENT LLCSOLE MEMBER AND MANAGING MEMBER122836
ANDERSON, MARK RICHARDCHIEF LEGAL OFFICER AND CHIEF COMPLIANCE OFFICER4769151
MASSARONI, ROBERT MALCOLMPRINCIPAL FINANCIAL AND OPERATIONS OFFICER2366443
PAUL, NATHAN ABRAHAMCHIEF EXECUTIVE OFFICER4314144

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


LAZARD ASSET MANAGEMENT SECURITIES LLC

CRD#: 129119New York, NY 10112

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