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JF

James M. Ferguson

LOOP CAPITAL MARKETS LLC
Rancho Santa Fe, CA 92067
Some features on this profile are disabled
CRD#: 5121333
JF

Professional summary


James Mark Ferguson is a registered financial professional currently at LOOP CAPITAL MARKETS LLC located in Rancho Santa Fe, California.

James is registered as a RR (Registered Representative) and started their career in finance in 2006. James has worked at 6 firms and has passed the Series 63, SIE, Series 55, Series 17 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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 James Mark Ferguson'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

June 28, 2016 - Present

LOOP CAPITAL MARKETS LLC

Office #1: 16950 Via De Santa Fe Suite 5060-128, Rancho Santa Fe, CA 92067
RIA
BD
CRD#: 43098
Rancho Santa Fe, CA
Past

March 11, 2013 - June 3, 2016

TOPEKA CAPITAL MARKETS INC.

BD
CRD#: 154133
SAN DIEGO, CA
Past

January 22, 2013 - March 11, 2013

ASCENDIANT CAPITAL MARKETS, LLC

BD
CRD#: 152912
IRVINE, CA
Past

November 17, 2008 - January 9, 2013

CAPSTONE INVESTMENTS

BD
CRD#: 41400
SAN DIEGO, CA
Past

October 29, 2007 - December 1, 2008

PACIFIC AMERICAN SECURITIES, LLC

BD
CRD#: 42999
SAN DIEGO, CA
Past

July 19, 2006 - July 5, 2007

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
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
(6/28/2016)

Exams


State Security Law Exam
RR
Series 63
Date: 7/31/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 4/20/2007
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 17
Date: 7/18/2006
Limited Registered Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/19/2011
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


LC
LOOP CAPITAL MARKETS LLC
LOOP CAPITAL MARKETS L.L.C. | LOOP CAPITAL MARKETS LLC

CRD#: 43098 / SEC#: , 8-50140

Illinois
Registered Investment Advisory firm - SEC (4/4/2012 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
425 S. Financial Place Ste 2700, Chicago, IL 60605
Mailing Address
425 S. Financial Place Ste 2700, Chicago, IL 60605
Phone number
(312) 913-4900
Established
Delaware since 06/01/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees
250

FINRA licenses (51 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
LOOP CAPITAL, LLCOWNER
BERKELEY, STEPHEN SIDNEYREGULATORY COUNSEL AND CCO5616433
LUPKIN, IRA ADAMCHIEF FINANCIAL OFFICER4463446
REYNOLDS, JAMES JR.CHIEF EXECUTIVE OFFICER1162337
SULLIVAN, ANTHONYCHIEF OPERATING OFFICER5995264

Disclosures


Regulatory Event8

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


LOOP CAPITAL MARKETS LLC

CRD#: 43098Rancho Santa Fe, CA 92067

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