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JG

Jared C. Gogek

CROSS POINT CAPITAL
NEW YORK, NY 10010
Some features on this profile are disabled
CRD#: 5350448
JG
Jared Charles GogekCROSS POINT CAPITAL

Professional summary

Jared Charles Gogek is a registered financial professional currently at CROSS POINT CAPITAL LLC located in New York, New York.

Jared is registered as a RR (Registered Representative) and started their career in finance in 2008. Jared has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

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) - BD

Click below to view Jared Charles Gogek'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 15, 2026 - Present

CROSS POINT CAPITAL LLC

Office #1: 30 E23 Street 3rd Floor, New York, NY 10010Office #2: 30 E23 Street 3rd Floor, New York, NY 10010
BD
CRD#: 136223
NEW YORK, NY
Past

May 9, 2023 - July 16, 2026

PERFORMANCE TRUST CAPITAL PARTNERS, LLC

BD
CRD#: 36155
CHICAGO, IL
Past

January 5, 2021 - May 5, 2023

CROSS POINT CAPITAL LLC

BD
CRD#: 136223
NEW YORK, NY
Past

October 25, 2019 - December 22, 2020

NATALLIANCE SECURITIES, LLC

BD
CRD#: 39455
Baltimore, MD
Past

April 28, 2010 - August 30, 2019

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

August 14, 2008 - November 24, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY

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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New York
(7/15/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 8/20/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/13/2008
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 4/9/2021
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

CP
CROSS POINT CAPITAL LLC
CROSS POINT CAPITAL LLC | STRUCTURED AND ALTERNATIVE SECURITIES LLC

CRD#: 136223 / SEC#: , 8-66989

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

Main Address
30 E23 Street 3rd Floor, New York, NY 10010
Mailing Address
30 E23 Street 3rd Floor, New York, NY 10010
Phone number
(917) 442-9202
Established
Delaware since 05/11/2005
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (17 States and Territories)

Documents

Direct owners and executive officers

NamePositionCRD#
BALACHANDER, KRISHNA KARTHIKCO-PRESIDENT, CO-CCO - TRADING5679490
ISLAMOV, ILIAS ABDOUSALAMOVITCHCEO, CO-PRESIDENT, CO-CCO, MEMBER4963410
NIXON, JON ALANPRINCIPAL FINANCIAL OFFICER/PER DIEM FINOP4710715

Disclosures

Regulatory Event1

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

CROSS POINT CAPITAL LLC

CRD#: 136223New York, NY 10010

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