Peter F. Magrath

JONESTRADING

Park City, UT 84098

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CRD#: 5568512

Professional summary

Peter Ford Magrath, who also goes by Peter Ford Magrath Mr., Peter Magrath, is a registered financial professional currently at JONESTRADING located in Park City, Utah.

Peter is registered as a RR (Registered Representative) and started their career in finance in 2008. Peter has worked at 3 firms and has passed the Series 63, Series 66, Series 99TO, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Peter Ford Magrath Mr. | Peter Magrath

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 Peter Ford Magrath's CRS (Customer Relationship Summary).

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

April 22, 2024 - Present

JONESTRADING

Office #1: 1612 W. Ute Blvd Suite 205, Park City, UT 84098

CRD#: 6888

Park City, UT

Past

January 26, 2022 - January 25, 2024

STONEX OUTSOURCED SERVICES LLC

CRD#: 30773

Park City, UT

Past

December 19, 2008 - October 26, 2009

EQUITABLE ADVISORS, LLC

CRD#: 6627

WELLESLEY, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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

Colorado
(4/22/2024)

Connecticut
(4/22/2024)

Florida
(4/22/2024)

Hawaii
(4/22/2024)

Massachusetts
(4/22/2024)

New Jersey
(4/22/2024)

New York
(4/22/2024)

South Carolina
(4/22/2024)

Texas
(4/22/2024)

Utah
(4/22/2024)

Exams

State Security Law Exam

Series 63

Date: 5/23/2022

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 2/11/2009

Uniform Combined State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/30/2025

Operations Professional Examination

General Industry/Product Exam

Series 7TO

Date: 1/26/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/10/2021

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/18/2008

General Securities Representative Examination

SRO Registrations

FINRA

SRO Registrations

Nasdaq Stock Market

Current Firm

JONESTRADING

JONES & ASSOCIATES, INC. | JONESTRADING INSTITUTIONAL SERVICES LLC | JONESTRADING | JONES INSTITUTIONAL TRADING SERVICES, INC.

CRD#: 6888 / SEC#: , 8-26089

Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)

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Contact information

Main Address

555 Saint Charles Drive Suite #200, Thousand Oaks, CA 91360

Mailing Address

555 Saint Charles Drive, Thousand Oaks, CA 91360

Phone number

(818) 991-5500

Established

Delaware since 08/15/2001

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Medium

# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
JONES & ASSOCIATES, INC.	HOLDING COMPANY
BELL, JEREMY DAVID	CCO	4498676
CHMIELEWSKI, STEVEN ANDREW	DIRECTOR	2066307
COHEN, SHLOMO	DIRECTOR	2877188
COOK, BURKE MCCLAIN	CORPORATE SECRETARY / LEGAL COUNSEL	4863190
HILL, ALAN FINBAR	CEO / DIRECTOR	5182098
KIRSCH, WILLIAM TANNER	DIRECTOR	5428522
LEVEEN, JEFFREY EARLE JR	DIRECTOR	2919172
MICSKY, JEFFREY A	DIRECTOR	4820920
ONEIL, TIMOTHY DAWSON	EXECUTIVE CHAIRMAN	2355507
TESORO, ANTHONY JAMES	DIRECTOR
TESORO, PHILLIP JAMES	DIRECTOR	2009378
WONG, JEFFREY RYAN	FINANCIAL AND OPERATIONS PRINCIPAL	4428807

Disclosures

Regulatory Event

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.

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Peter F. Magrath

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Peter Ford Magrath's CRS (Customer Relationship Summary).

Certified licenses

Experience

STONEX OUTSOURCED SERVICES LLC

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 5/23/2022

Series 66

Date: 2/11/2009

Series 99TO

Date: 1/30/2025

Series 7TO

Date: 1/26/2022

SIE

Date: 8/10/2021

Series 7

Date: 12/18/2008

FINRA

Nasdaq Stock Market

Current Firm

JONESTRADING

Contact information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

JONESTRADING

TRUST BUT VERIFY

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