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JC

Jeremy A. Crews

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CRD#: 5167939
JC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jeremy A Crews, who also goes by Jeremy A Crews, Jeremy Alexander Crews, was a registered financial professional .

Jeremy is a previously registered financial professional and started their career in finance in 2012. Jeremy had worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jeremy A Crews | Jeremy Alexander Crews

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

April 12, 2023 - May 31, 2023

PICKWICK CAPITAL PARTNERS, LLC

BD
CRD#: 130672
HUNTSVILLE, AL
Past

March 23, 2022 - April 11, 2023

FINALIS SECURITIES LLC

BD
CRD#: 305908
NEW YORK, NY
Past

August 22, 2018 - August 23, 2021

PNC MANAGED ACCOUNT SOLUTIONS, INC.

RIA
CRD#: 110476
HUNTSVILLE, AL
Past

August 22, 2018 - August 23, 2021

BBVA SECURITIES INC.

BD
CRD#: 27060
HUNTSVILLE, AL
Past

September 13, 2017 - August 16, 2018

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
Huntsville, AL
Past

November 18, 2016 - September 11, 2017

PNC MANAGED ACCOUNT SOLUTIONS, INC.

RIA
CRD#: 110476
Huntsville, AL
Past

June 11, 2013 - September 11, 2017

BBVA SECURITIES INC.

BD
CRD#: 27060
HUNTSVILLE, AL
Past

November 5, 2012 - May 7, 2013

NYLIFE SECURITIES LLC

BD
CRD#: 5167
HUNTSVILLE, AL

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 11/17/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


PC
PICKWICK CAPITAL PARTNERS, LLC
JAVELIN SECURITIES, LLC | STRATEGIC FINANCIAL SERVICES GROUP | PICKWICK SECURITIES, LLC | PICKWICK CAPITAL PARTNERS, LLC

CRD#: 130672 / SEC#: , 8-66373

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information


Main Address
445 Hamilton Avenue Suite 1102, White Plains, NY 10601
Mailing Address
445 Hamilton Avenue Suite 1102, White Plains, NY 10601
Phone number
(914) 358-3269
Established
Delaware since 08/21/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (43 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#
GREENWOOD, DOUGLAS CHARLES WILLIAMPRESIDENT1192611
DANOVITCH, DAVID EMANAGING PRINCIPAL, GENERAL COUNSEL3013350
KAPLOWITZ, JAYMEMBER
ROSE, JOHN IRVING IIMEMBER2790640
WU, CHIH-CHUNMEMBER5704739
FJC CAPITAL INC.OWNER
VAN SCHAACK, JOHN GREGORYMEMBER1121171
ABRAMCZYK, JANE ECCO4801666
ACCESS MEDIA ADVISORY LLCMEMBER
GENDRON, KAREN MARIEFINOP1503330

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


PICKWICK CAPITAL PARTNERS, LLC

CRD#: 130672

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