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JJ

Jay Christopher Jacquin

CONFIGURE PARTNERS SECURITIES
New York, NY
·CRD# 5155292·20 years experience

Professional Summary

Jay Christopher Jacquin, who also goes by Jay C. Jacquin, Jay Jacquin, is a registered financial advisor currently at CONFIGURE PARTNERS SECURITIES, LLC located in New York, New York. Jay is registered as a RR (Registered Representative) and started their career in finance in 2006. Jay has worked at 6 firms and has passed the Series 63, Series 79TO, Series 82TO, Series 99TO, SIE, Series 7 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jay C. Jacquin, Jay Jacquin

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

20 years in the financial services industry

Current & Past Employments

CONFIGURE PARTNERS SECURITIES, LLC·CRD# 165594
BD
1. 300 Park Avenue, Suite 1601, New York, NY 100222. 3344 Peachtree Road Ne Suite 1500, Atlanta, GA 30326
May 7, 2020 - Present
BURCH & COMPANY, INC·CRD# 102280
BD
Kansas City, MO
January 11, 2018 - June 1, 2020
MAZZONE & ASSOCIATES, LLC·CRD# 144159
BD
Atlanta, GA
September 11, 2017 - December 15, 2017
GUGGENHEIM SECURITIES, LLC·CRD# 40638
BD
Atlanta, GA
July 8, 2013 - August 15, 2017
MORGAN JOSEPH TRIARTISAN LLC·CRD# 10948
BD
Atlanta, GA
August 29, 2008 - July 1, 2013
ALVAREZ & MARSAL SECURITIES, LLC·CRD# 127858
BD
Atlanta, GA
October 31, 2006 - August 22, 2008

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Current Firm

CP
CONFIGURE PARTNERS SECURITIES, LLC

CONFIGURE PARTNERS SECURITIES, LLC | GLASSRATNER SECURITIES, LLC

CRD#: 165594 / SEC#: 8-69172
BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)

Contact Information

Main Address

3344 Peachtree Road Ne Suite 1500, Atlanta, GA 30326

Mailing Address

3344 Peachtree Road Ne Suite 1500, Atlanta, GA 30326

Phone Number

(404) 536-0690

Established

Georgia since 08/16/2012

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (23 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
CONFIGURE PARTNERS HOLDINGS, LLCSOLE MEMBER—
FAVARO, VINCENT WILLIAMCCO4163532
HOPKINS, THOMAS JOHNFINOP, PFO, POO1835087
JACQUIN, JAY CHRISTOPHEREXECUTIVE REP., INVESTMENT BANKING AND PRIVATE SECURITIES OFFERINGS PRINCIPAL5155292

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(6/13/2025)
RR
California
(2/3/2021)
RR
Connecticut
(4/16/2021)
RR
Florida
(2/3/2021)
RR
Georgia
(5/7/2020)
RR
Idaho
(1/23/2024)
RR
Illinois
(2/3/2021)
RR
Massachusetts
(2/10/2021)
RR
New Jersey
(1/18/2024)
RR
New York
(2/3/2021)
RR
North Carolina
(1/18/2024)
RR
Ohio
(2/1/2024)
RR
Pennsylvania
(3/26/2025)
RR
Tennessee
(3/26/2025)
RR
Texas
(2/3/2021)
RR
Virginia
(3/6/2024)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 2007About the Series 63 exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Jan 2023About the Series 79TO exam

Series 82TO — Limited Representative-Private Securities Offerings

Passed Jan 2023About the Series 82TO exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Oct 2006About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Jul 2019About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Jay Christopher Jacquin's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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