Jessica R. Barclay
Professional summary
Jessica Renee Zofnass Barclay, who also goes by Jessica Renee Zofnass, Jessica Zofnass, is a registered financial professional currently at EFCG TRANSACTION SERVICES LLC located in Denver, Colorado.
Jessica is registered as a RR (Registered Representative) and started their career in finance in 2008. Jessica has worked at 5 firms and has passed the Series 63, Series 79TO, SIE, Series 7, Series 3 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jessica Renee Zofnass Barclay's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 27, 2025 - Present
EFCG TRANSACTION SERVICES LLC
April 6, 2025 - June 30, 2025
BRITEHORN SECURITIES
October 7, 2016 - March 3, 2019
ARES WEALTH MANAGEMENT SOLUTIONS, LLC
September 10, 2013 - August 3, 2016
J.P. MORGAN SECURITIES LLC
August 29, 2008 - March 18, 2011
GOLDMAN SACHS & CO. LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/8/2025)
(7/18/2025)
(9/16/2025)
(7/29/2025)
(8/13/2025)
(10/2/2025)
(9/18/2025)
(7/18/2025)
(7/25/2025)
(10/7/2025)
(7/31/2025)
Exams
Series 79TO
Date: 2/6/2025
Investment Banking Registered Representative ExaminationFINRA
Current Firm
EFCG TRANSACTION SERVICES LLC
CRD#: 333770 / SEC#: , 8-71307
Contact information
FINRA licenses (13 States and Territories)
Documents
Red Flags
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