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JL

Jesse M. Lancaster

Some features on this profile are disabled
CRD#: 5450825
JL

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 M Lancaster, CFP®, who also goes by Jesse Michael Lancantor, Jesse M Lancaster, Jesse Michael Lancaster, was a registered financial professional .

Jesse is a previously registered financial professional and started their career in finance in 2008. Jesse had worked at 4 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jesse Michael Lancantor | Jesse M Lancaster | Jesse Michael Lancaster

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®
CFP®

Certified Financial Planner

Experience

Past

September 23, 2018 - November 30, 2021

KMG FIDUCIARY PARTNERS, LLC

RIA
CRD#: 298331
TOLEDO, OH
Past

June 19, 2009 - September 24, 2018

MORGAN STANLEY

RIA
CRD#: 149777
TOLEDO, OH
Past

June 19, 2009 - September 24, 2018

MORGAN STANLEY

BD
CRD#: 149777
TOLEDO, OH
Past

May 22, 2009 - June 19, 2009

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
TOLEDO, OH
Past

May 22, 2009 - June 19, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
TOLEDO, OH
Past

December 24, 2008 - May 5, 2009

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
SYLVANIA, OH
Past

November 11, 2008 - May 5, 2009

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
SYLVANIA, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KF
KMG FIDUCIARY PARTNERS, LLC
BARDOT ADVISORS, LLC | KMG FIDUCIARY PARTNERS, LLC

CRD#: 298331 / SEC#: 801-113981

RIA
Registered Investment Advisory firm - (9/13/2018 Approved)

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
IAR
Series 66
Date: 12/23/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/24/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 11/23/2009
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 11/10/2008
General Securities Representative Examination

Current Firm

KF
KMG FIDUCIARY PARTNERS, LLC
BARDOT ADVISORS, LLC | KMG FIDUCIARY PARTNERS, LLC

CRD#: 298331 / SEC#: 801-113981

RIA
Registered Investment Advisory firm - (9/13/2018 Approved)
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Contact information

Main Address
7530 Kings Pointe Road, Toledo, OH 43617
Mailing Address
Phone number
(419) 517-8040
Established
Firm type
Fiscal year end
# of Employees
16

SEC notice filing (21 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR KMG FIDUCIARY PARTNERS, LLC (3/19/2026)

Regulatory assets under management

Total Number of Accounts3,934
AUM (Assets Under Management)$ 1,672,631,724

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

KMG FIDUCIARY PARTNERS, LLC

CRD#: 298331

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