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JC

Jason W. Chicosky

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CRD#: 4643473
JC

Professional summary


Jason William Chicosky was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Jason is a previously registered financial advisor and started their career in finance in 2003. Prior to being barred, Jason had worked at 3 firms, which includes BROKERSXPRESS LLC, NEXT FINANCIAL GROUP INC., EDWARD JONES.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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

June 8, 2011 - December 8, 2011

BROKERSXPRESS LLC

RIA
CRD#: 127081
HUNTSVILLE, AL
Past

May 6, 2011 - December 8, 2011

BROKERSXPRESS LLC

BD
CRD#: 127081
HUNTSVILLE, AL
Past

June 16, 2009 - March 29, 2011

NEXT FINANCIAL GROUP, INC.

RIA
CRD#: 46214
HUNTSVILLE, AL
Past

June 16, 2009 - March 29, 2011

NEXT FINANCIAL GROUP, INC.

BD
CRD#: 46214
HUNTSVILLE, AL
Past

January 10, 2007 - June 5, 2009

EDWARD JONES

RIA
CRD#: 250
HUNTSVILLE, AL
Past

May 14, 2003 - June 5, 2009

EDWARD JONES

BD
CRD#: 250
HUNTSVILLE, AL

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: 5/15/2003
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


BL
BROKERSXPRESS LLC
BROKERSXPRESS LLC | BXADVISORS | BX INSURANCE SERVICES | BX ASSET MANAGEMENT

CRD#: 127081 / SEC#: 801-66123, 8-65953

BD
Terminated by SEC on 02/05/2012
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Contact information


Main Address
Mailing Address
Phone number
Established
Illinois since 03/26/2003
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

BROKERSXPRESS DISCLOSURE BROCHURE (5/25/2012)

Direct owners and executive officers


NamePositionCRD#
BROKERSXPRESS ILLINOIS, INC.MANAGING MEMBER
KONOP, LYNN MARIECHIEF COMPLIANCE OFFICER1216310
METZGER, BARRY SCOTTCEO4719211
WETZEL, RONALD LEEFINANCIAL & OPERATIONS PRINCIPAL (FINOP)4671726

Disclosures


Regulatory Event6
Bond1

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


BROKERSXPRESS LLC

CRD#: 127081

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