Jamie B. Gabriel

INTREPID PARTNERS

Houston, TX 77002

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CRD#: 5210267

Professional summary

Jamie Bradford Gabriel, who also goes by Jamie Bradford Gabriel, Jamie Gabriel, is a registered financial professional currently at INTREPID PARTNERS, LLC located in Houston, Texas.

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

Question & Answer

Are you a "fiduciary"?

Aliases

Jamie Bradford Gabriel | Jamie Gabriel

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 Jamie Bradford Gabriel'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

July 5, 2022 - Present

INTREPID PARTNERS, LLC

Office #1: 1201 Louisiana Street Suite 600, Houston, TX 77002

CRD#: 198516

Houston, TX

Past

May 10, 2019 - June 10, 2022

BOFA SECURITIES, INC.

CRD#: 283942

HOUSTON, TX

Past

September 16, 2017 - May 10, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

HOUSTON, TX

Past

April 29, 2011 - April 24, 2017

CREDIT SUISSE SECURITIES (USA) LLC

CRD#: 816

HOUSTON, TX

Past

April 20, 2010 - February 2, 2011

BARCLAYS CAPITAL INC.

CRD#: 19714

NEW YORK, NY

Past

June 23, 2009 - April 26, 2010

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

November 22, 2006 - July 3, 2007

J.P. MORGAN SECURITIES INC.

CRD#: 18718

HOUSTON, TX

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

California
(7/5/2022)

Colorado
(7/5/2022)

Louisiana
(7/5/2022)

New York
(7/5/2022)

Oklahoma
(7/5/2022)

Texas
(7/5/2022)

Exams

State Security Law Exam

Series 63

Date: 1/5/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 79TO

Date: 1/2/2023

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/20/2006

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

INTREPID PARTNERS, LLC

CRD#: 198516 / SEC#: , 8-69615

Broker-Dealer Firm Regulated by FINRA (New York district office)

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Contact information

Main Address

712 Fifth Avenue 31st Floor, New York, NY, 10019

Mailing Address

712 Fifth Avenue 31st Floor, New York, NY, 10019

Phone number

(212) 388-5020

Established

Delaware since 02/19/2015

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (6 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
INTREPID FINANCIAL PARTNERS, L.L.C.	MANAGING MEMBER
CHUNG, MICHAEL	FINOP/CFO	5739877
MCGEE, HUGH EDWARD III	CEO	1782899
WINCHENBAUGH, CHRISTOPHER FRANCIS	PRESIDENT/CCO/COO	2790899

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

Jamie B. Gabriel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jamie Bradford Gabriel's CRS (Customer Relationship Summary).

Certified licenses

Experience

BOFA SECURITIES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CREDIT SUISSE SECURITIES (USA) LLC

BARCLAYS CAPITAL INC.

CITIGROUP GLOBAL MARKETS INC.

J.P. MORGAN SECURITIES INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 1/5/2007

Series 79TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 11/20/2006

FINRA

Current Firm

INTREPID PARTNERS, LLC

Contact information

FINRA licenses (6 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

INTREPID PARTNERS, LLC

TRUST BUT VERIFY

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