Jacob M. Kushner
Professional summary
Jacob Marc Kushner, who also goes by Jake Kushner, is a registered financial professional currently at INVESTMENT SECURITY CORPORATION located in Calabasas, California.
Jacob is registered as a RR (Registered Representative) and started their career in finance in 2007. Jacob has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jacob Marc Kushner's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 24, 2020 - Present
INVESTMENT SECURITY CORPORATION
Office #1: 24009 Ventura Blvd., Suite 101, Calabasas, CA 91302November 10, 2020 - February 8, 2022
OAKHURST ADVISORS
February 11, 2010 - August 2, 2011
INVESTMENT SECURITY CORPORATION
October 15, 2007 - February 26, 2009
COREBRIDGE CAPITAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/19/2020)
Exams
Series 7TO
Date: 8/24/2020
General Securities Representative ExaminationFINRA
Current Firm
INVESTMENT SECURITY CORPORATION
CRD#: 47536 / SEC#: , 8-51832
Contact information
FINRA licenses (8 States and Territories)
Disclosures
| Regulatory Event | 3 |
Red Flags
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