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JC

Jesse R. Crikelair

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CRD#: 5328386
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.

Jesse Robert Crikelair was a registered financial professional .

Jesse is a previously registered financial professional and started their career in finance in 2007. Jesse had worked at 1 firm and has passed the Series 63, SIE and Series 7 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)

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

January 28, 2014 - January 14, 2015

CHAMPLAIN ADVISORS, LLC

BD
CRD#: 129560
CHRISTIANSTED, VI
Past

May 3, 2007 - November 30, 2011

CHAMPLAIN ADVISORS, LLC

BD
CRD#: 129560
CHRISTIANSTED, VI

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
RR
Series 63
Date: 12/30/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/14/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/1/2007
General Securities Representative Examination

Current Firm

CA
CHAMPLAIN ADVISORS, LLC
CHAMPLAIN ADVISORS, LLC

CRD#: 129560 / SEC#: , 8-66233

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

Main Address
No. 7 King Street Unit 3-5 3rd Floor, Christiansted Town, VI, 00820
Mailing Address
P.o. Box 24290, Christiansted, VI 00824-0290
Phone number
(212) 686-7949
Established
Delaware since 05/01/2003
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
CRIKELAIR, TERENCE MICHAELMEMBER, CHIEF COMPLIANCE OFFICER2804253
CRIKELAIR, ANDREA EVERSMEMBER3129406

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

CHAMPLAIN ADVISORS, LLC

CRD#: 129560

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