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

Jeffrey P. Overman

GP NURMENKARI
Norwalk, CT 06854
Some features on this profile are disabled
CRD#: 4806663
JO

Professional summary


Jeffrey P Overman, who also goes by Jeff Pennell Overman, is a registered financial professional currently at GP NURMENKARI INC. located in Norwalk, Connecticut.

Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 2004. Jeffrey has worked at 8 firms and has passed the Series 63, Series 66, Series 31 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jeff Pennell Overman

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 P Overman'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

October 15, 2025 - Present

GP NURMENKARI INC.

Office #1: 22 Elizabeth Street, Sono Square Suite 1j, Norwalk, CT 06854
BD
CRD#: 153480
Norwalk, CT
Past

June 27, 2024 - October 10, 2025

MD GLOBAL PARTNERS, LLC

BD
CRD#: 140988
NEW YORK, NY
Past

January 16, 2020 - June 14, 2024

GP NURMENKARI INC.

BD
CRD#: 153480
NORWALK, CT
Past

May 12, 2010 - January 10, 2013

DEUTSCHE BANK SECURITIES INC.

RIA
CRD#: 2525
GREENWICH, CT
Past

May 5, 2010 - January 10, 2013

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
GREENWICH, CT
Past

June 1, 2009 - May 4, 2010

MORGAN STANLEY

RIA
CRD#: 149777
NEW YORK, NY
Past

June 1, 2009 - May 4, 2010

MORGAN STANLEY

BD
CRD#: 149777
NEW YORK, NY
Past

September 24, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
NEW YORK, NY
Past

September 24, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY
Past

September 22, 2008 - October 7, 2008

BARCLAYS CAPITAL INC.

BD
CRD#: 19714
NEW YORK, NY
Past

November 29, 2005 - October 7, 2008

LEHMAN BROTHERS INC.

RIA
CRD#: 7506
NEW YORK, NY
Past

November 29, 2005 - September 22, 2008

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

September 10, 2004 - November 29, 2005

DOMINICK & DICKERMAN LLC

BD
CRD#: 7344
NEW YORK, NY

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
California
(10/29/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 9/9/2019
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 12/6/2004
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 31
Date: 10/16/2008
Futures Managed Funds Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


GN
GP NURMENKARI INC.
GP NURMENKARI INC.

CRD#: 153480 / SEC#: , 8-68538

BD
Broker-Dealer Firm Regulated by FINRA (Boston 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
22 Elizabeth Street, Sono Square Suite 1j, Norwalk, CT 06854
Mailing Address
22 Elizabeth Street, Sono Square Suite 1j, Norwalk, CT 06854
Phone number
(212) 447-5550
Established
New York since 01/07/2010
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (19 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#
PEZONE, ALBERT WILLIAMCEO, CCO2728981
BARNETT, DAVID BENJAMINFINOP1669970

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


GP NURMENKARI INC.

CRD#: 153480Norwalk, CT 06854

TRUST BUT VERIFY

Monitor Jeffrey Overman

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

Similar Advisors


Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Brian Joseph Marchini
Brian MarchiniAdvisorCheck Check Mark
LPL ENTERPRISE, LLC
IAR
RR
White Plains, NY
Philip David Meese
Philip MeeseAdvisorCheck Check Mark
AE WEALTH MANAGEMENT, LLC
IAR
Darien, CT
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