Jacob R. Benitez
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.
Jacob Robert Benitez, who also goes by Jake Benitez, was a registered financial professional .
Jacob is a previously registered financial professional and started their career in finance in 2006. Jacob had worked at 6 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 8, 2020 - December 16, 2020
WEALTHFORGE SECURITIES, LLC
August 6, 2018 - April 1, 2020
PATRICK CAPITAL MARKETS, LLC
March 28, 2017 - July 18, 2018
GRIFFIN CAPITAL SECURITIES, LLC
June 22, 2015 - December 15, 2016
CCO CAPITAL, LLC
February 2, 2010 - June 22, 2015
KBS CAPITAL MARKETS GROUP LLC
November 20, 2006 - January 26, 2010
GRUBB & ELLIS SECURITIES, INC.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
WEALTHFORGE SECURITIES, LLC
CRD#: 152550 / SEC#: , 8-68464
Contact information
FINRA licenses (53 States and Territories)
Disclosures
| Regulatory Event | 3 |
| Arbitration | 1 |
Red Flags
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