AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
JB

Jeffrey S. Beesley

ANALYST HUB SECURITIES
Austin, TX 78746
Some features on this profile are disabled
CRD#: 4715257
JB

Professional summary


Jeffrey Scott Beesley, who also goes by Jeffrey S. Beesley, is a registered financial professional currently at ANALYST HUB SECURITIES, LLC located in Austin, Texas.

Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 2003. Jeffrey has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jeffrey S. Beesley

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 Jeffrey Scott Beesley'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

October 28, 2020 - Present

ANALYST HUB SECURITIES, LLC

Office #1: 2301 S Capital Of Texas Hwy Ste. J-101, Austin, TX 78746
BD
CRD#: 297665
Austin, TX
Past

January 3, 2019 - January 28, 2020

GORDON, HASKETT CAPITAL CORPORATION

BD
CRD#: 7976
NEW YORK, NY
Past

April 18, 2011 - March 20, 2015

TELSEY ADVISORY GROUP LLC

BD
CRD#: 148234
NEW YORK, NY
Past

February 13, 2009 - April 11, 2011

HRC FUND ASSOCIATES, LLC

BD
CRD#: 142846
NEW YORK, NY
Past

June 9, 2008 - February 12, 2009

LAZARD ASSET MANAGEMENT SECURITIES LLC

BD
CRD#: 129119
NEW YORK, NY
Past

September 25, 2006 - May 21, 2008

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
WEEHAWKEN, NJ
Past

September 25, 2006 - May 21, 2008

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

January 28, 2004 - June 1, 2006

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
PARAMUS, NJ
Past

December 5, 2003 - June 1, 2006

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PARAMUS, NJ

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
IAR
Series 65
Date: 1/27/2004
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 4/22/2004
Futures Managed Funds Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


AH
ANALYST HUB SECURITIES, LLC
ANALYST HUB SECURITIES, LLC

CRD#: 297665 / SEC#: , 8-70144

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
2301 S Capital Of Texas Hwy Ste. J-101, Austin, TX 78746
Mailing Address
2301 S. Capital Of Texas Hwy Ste. J-101, Austin, TX 78746
Phone number
(646) 543-4099
Established
Delaware since 05/17/2018
Firm type
Limited Liability Company
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
ANALYST HUB HOLDINGS, LLCPARENT COMPANY
KRONENBERG, MICHAEL JEANCHIEF EXECUTIVE OFFICER4451109
THORNTON, STEVEN LEEFINOP / CHIEF COMPLIANCE OFFICER4496384

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


ANALYST HUB SECURITIES, LLC

CRD#: 297665Austin, TX 78746

TRUST BUT VERIFY

Monitor Jeffrey Beesley

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Steven Raymond Gallegos
Steven GallegosAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Austin, TX
Eric Scott Pomerantz
Eric PomerantzAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Austin, TX
Jeffrey Glenn Weeks
Jeffrey WeeksAdvisorCheck Check Mark
ATX PORTFOLIO ADVISORS, LLC
IAR
Austin, TX
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics