Jason Scott Lefkowitz
Professional Summary
Jason Scott Lefkowitz is a registered financial advisor currently at DYNAMEX TRADING, LLC located in New York, New York. Jason is registered as a RR (Registered Representative) and started their career in finance in 2003. Jason has worked at 5 firms and has passed the Series 63, Series 57TO, SIE, Series 55, Series 7, Series 14, Series 24 and Series 4 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
23 years in the financial services industry
Current & Past Employments
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Current Firm
DYNAMEX TRADING, LLC
Contact Information
Main Address
28 Liberty Street Suite 4000, New York, NY 10005Mailing Address
28 Liberty Street Suite 4000, New York, NY 10005Phone Number
(646) 827-6033Established
Delaware since 10/01/2024Firm Type
Limited Liability CompanyFiscal Year End
SeptemberFirm Size
SmallFINRA licenses (11 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
Disclosures
Regulatory Event
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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.
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State Registrations and Notice Filings
(4/8/2014)
(11/15/2013)
(3/2/2023)
(1/22/2016)
(12/3/2018)
(11/15/2013)
(11/15/2013)
(1/22/2016)
(7/20/2018)
(12/12/2018)
(12/3/2018)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed Jul 2008SRO Registrations
SRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jason Scott Lefkowitz's CRS (Customer Relationship Summary).
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