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JJ

Jack S. Jeong

OM PARTNERS
Brentwood, TN 37027
Some features on this profile are disabled
CRD#: 5580812
JJ

Professional summary


Jack Sang Hoon Jeong, who also goes by Jack Jeong, Sang Hoon Jeong, is a registered financial professional currently at OM PARTNERS, LLC located in Brentwood, Tennessee.

Jack is registered as a RR (Registered Representative) and started their career in finance in 2008. Jack has worked at 4 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jack Jeong | Sang Hoon Jeong

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 Jack Sang Hoon Jeong'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

September 7, 2023 - Present

OM PARTNERS, LLC

Office #1: 8 Crooked Stick Lane, Brentwood, TN 37027
BD
CRD#: 323351
Brentwood, TN
Past

April 24, 2020 - February 2, 2023

BRENTWOOD CAPITAL ADVISORS LLC

BD
CRD#: 118712
NASHVILLE, TN
Past

June 6, 2012 - March 31, 2020

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
NASHVILLE, TN
Past

September 12, 2008 - August 29, 2012

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
NASHVILLE, TN

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
Tennessee
(9/18/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 10/17/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


OP
OM PARTNERS, LLC
OM PARTNERS, LLC | OPEN MINDED PARTNERS, LLC

CRD#: 323351 / SEC#: , 8-70992

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


Main Address
8 Crooked Stick Lane, Brentwood, TN 37027
Mailing Address
8 Crooked Stick Lane, Brentwood, TN 37027
Phone number
(615) 414-4282
Established
Tennessee since 04/04/2022
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)


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Documents


Direct owners and executive officers


NamePositionCRD#
OM PARTNERS HOLDCO, LLCMEMBER
CARTEAUX, NICHOLAS PAULCO-CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER2648301
GREGG, REBECCA BLADESCO-CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER5689958
JEONG, JACK SANG HOONCO-CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER5580812
NAVEED, HASNAIN NMNFINOP7004810

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


OM PARTNERS, LLC

CRD#: 323351Brentwood, TN 37027

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