Jason P. Anderson

BELLMARK PARTNERS

Beachwood, OH 44122

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CRD#: 5107797

Professional summary

Jason Paul Anderson is a registered financial professional currently at BELLMARK PARTNERS, LLC located in Beachwood, Ohio.

Jason is registered as a RR (Registered Representative) and started their career in finance in 2006. Jason has worked at 5 firms and has passed the Series 63, SIE, Series 79, Series 86, Series 87 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

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) - BD

Click below to view Jason Paul Anderson'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

April 12, 2024 - Present

BELLMARK PARTNERS, LLC

Office #1: 25101 Chagrin Blvd. Suite 210, Beachwood, OH 44122

CRD#: 155357

Beachwood, OH

Past

August 1, 2023 - December 8, 2023

CITIZENS JMP SECURITIES, LLC

CRD#: 22208

Cleveland, OH

Past

May 15, 2017 - August 1, 2023

CITIZENS CAPITAL MARKETS

CRD#: 277073

Cleveland, OH

Past

June 9, 2016 - May 15, 2017

WESTERN RESERVE PARTNERS LLC

CRD#: 133158

CLEVELAND, OH

Past

May 31, 2006 - January 27, 2016

STIFEL, NICOLAUS & COMPANY, INCORPORATED

CRD#: 793

CLEVELAND, OH

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

Massachusetts
(4/12/2024)

Ohio
(4/14/2024)

Exams

State Security Law Exam

Series 63

Date: 9/10/2019

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 79

Date: 6/9/2016

Investment Banking Registered Representative Examination

General Industry/Product Exam

Series 86

Date: 8/31/2006

Research Analyst Exam - Part I Analysis Module

General Industry/Product Exam

Series 87

Date: 7/31/2006

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 7

Date: 5/30/2006

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

BELLMARK PARTNERS, LLC

CRD#: 155357 / SEC#: , 8-68714

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

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Contact information

Main Address

75 Central Street 2nd Floor, Boston, MA 02109

Mailing Address

75 Central Street 2nd Floor, Boston, MA 02109

Phone number

(617) 574-9900

Established

Delaware since 03/17/2009

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (2 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
GESMONDI, DAVID MARK	MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER, EXEC. REP., AMLCO	3123435
VOLLMER, ANDREW RALPH	MANAGING DIRECTOR	2196519
CONRY, DONNA MARIE	CFO, FINOP	5768367

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jason P. Anderson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jason Paul Anderson's CRS (Customer Relationship Summary).

Certified licenses

Experience

CITIZENS JMP SECURITIES, LLC

CITIZENS CAPITAL MARKETS

WESTERN RESERVE PARTNERS LLC

STIFEL, NICOLAUS & COMPANY, INCORPORATED

State Registrations and Notice Filings

Exams

Series 63

Date: 9/10/2019

SIE

Date: 10/1/2018

Series 79

Date: 6/9/2016

Series 86

Date: 8/31/2006

Series 87

Date: 7/31/2006

Series 7

Date: 5/30/2006

FINRA

Current Firm

BELLMARK PARTNERS, LLC

Contact information

FINRA licenses (2 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

BELLMARK PARTNERS, LLC

TRUST BUT VERIFY

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