Jaclyn A. Coffman

SUSQUEHANNA FINANCIAL GROUP, LLLP

NEW YORK, NY 10001

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CRD#: 4900818

Professional summary

Jaclyn A Coffman, who also goes by Jaclyn Coffman, Jaclyn A Defonce, is a registered financial professional currently at SUSQUEHANNA FINANCIAL GROUP, LLLP located in New York, New York.

Jaclyn is registered as a RR (Registered Representative) and started their career in finance in 2009. Jaclyn has worked at 6 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Jaclyn Coffman | Jaclyn A Defonce

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 Jaclyn A Coffman'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

February 25, 2025 - Present

SUSQUEHANNA FINANCIAL GROUP, LLLP

Office #1: 30 Hudson Yards 16th Floor, New York, NY 10001

CRD#: 35865

NEW YORK, NY

Past

April 7, 2022 - January 9, 2025

BMO CAPITAL MARKETS CORP.

CRD#: 16686

New York, NY

Past

April 8, 2021 - April 19, 2022

TRADEWEB LLC

CRD#: 42759

NEW YORK, NY

Past

August 5, 2019 - March 24, 2021

BLOOMBERG TRADEBOOK LLC

CRD#: 40881

NEW YORK, NY

Past

January 5, 2010 - June 28, 2019

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

NEW YORK, NY

Past

March 17, 2009 - December 14, 2009

BANC OF AMERICA SECURITIES LLC

CRD#: 26091

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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

New York
(2/25/2025)

Exams

State Security Law Exam

Series 63

Date: 7/23/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/16/2009

General Securities Representative Examination

SRO Registrations

Cboe BYX Exchange, Inc.

SRO Registrations

Cboe BZX Exchange, Inc.

SRO Registrations

Cboe EDGA Exchange, Inc.

SRO Registrations

Cboe EDGX Exchange, Inc.

SRO Registrations

FINRA

SRO Registrations

Investors' Exchange LLC

SRO Registrations

NYSE Arca, Inc.

SRO Registrations

Nasdaq BX, Inc.

SRO Registrations

Nasdaq Stock Market

Current Firm

SUSQUEHANNA FINANCIAL GROUP, LLLP

FOREST LANE SECURITIES, INC. | SUSQUEHANNA FINANCIAL GROUP, LLLP | SUSQUEHANNA FINANCIAL GROUP, L.P. | SUSQUEHANNA FINANCIAL GROUP, INC.

CRD#: 35865 / SEC#: , 8-44325

Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

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Contact information

Main Address

401 City Ave Suite 220, Bala Cynwyd, PA 19004-1122

Mailing Address

401 City Ave Suite 220, Bala Cynwyd, PA 19004-1122

Phone number

(800) 825-9550

Established

Delaware since 07/25/2002

Firm type

Other Types of Legal Formation

Fiscal year end

December

Firm Size

Medium

# of Employees

FINRA licenses (51 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
SFG HOLDING, LLC	LIMITED PARTNER
DAMATO, DANIEL DAVID II	FINOP	7430998
DANIELS, ETHAN SCOTT	POO	5902179
KRASNICK, ALAN JONATHAN	MUNICIPAL SECURITIES PRINCIPAL	4606571
MCENTEE, ROBERT FRANCIS JR.	CHIEF COMPLIANCE OFFICER	4722705
SFG PARTNER LLC	GENERAL PARTNER
WOOD, NICHOLAS H	PRESIDENT	2626078

Disclosures

Regulatory Event

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.

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Advisor Monitoring

Firm Stability Insights

Jaclyn A. Coffman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jaclyn A Coffman's CRS (Customer Relationship Summary).

Certified licenses

Experience

BMO CAPITAL MARKETS CORP.

TRADEWEB LLC

BLOOMBERG TRADEBOOK LLC

U.S. BANCORP INVESTMENTS, INC.

BANC OF AMERICA SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/23/2009

SIE

Date: 10/1/2018

Series 7

Date: 3/16/2009

Cboe BYX Exchange, Inc.

Cboe BZX Exchange, Inc.

Cboe EDGA Exchange, Inc.

Cboe EDGX Exchange, Inc.

FINRA

Investors' Exchange LLC

NYSE Arca, Inc.

Nasdaq BX, Inc.

Nasdaq Stock Market

Current Firm

SUSQUEHANNA FINANCIAL GROUP, LLLP

Contact information

FINRA licenses (51 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

SUSQUEHANNA FINANCIAL GROUP, LLLP

TRUST BUT VERIFY

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