Jack Robert Dukesherer
Professional Summary
Jack Robert Dukesherer is a registered financial advisor currently at IEX SERVICES LLC located in New York, New York and IEX DAP LLC located in New York, New York. Jack is registered as a RR (Registered Representative) and started their career in finance in 2015. Jack has worked at 3 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 14 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Contact Information
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Years of Experience
11 years in the financial services industry
Current & Past Employments
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Current Firm
IEX DAP LLC
Contact Information
Main Address
3 World Trade Center 175 Greenwich Street 58th Floor, New York, NY, 10007Mailing Address
3 World Trade Center 175 Greenwich Street 58th Floor, New York, NY, 10007Phone Number
(646) 343-2000Established
Delaware since 10/20/2021Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (1 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| IEX DAP GROUP LLC | PARENT | — |
| KATSUYAMA, BRADLEY TOSHIO | PRESIDENT | 4463961 |
| ASARE, ALPHONSE KWESI | PRINCIPAL OPERATIONS OFFICER | 6140970 |
| DUKESHERER, JACK ROBERT | CHIEF COMPLIANCE OFFICER | 5671449 |
| OCONNELL, TERRANCE DANIEL | FINANCIAL AND OPERATIONS PRINCIPAL & PRINCIPAL FINANCIAL OFFICER | 4898427 |
| RESNICK, CRAIG | CHIEF FINANCIAL OFFICER | 5718420 |
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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.
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State Registrations and Notice Filings
(6/23/2017)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
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SRO Registrations
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SRO Registrations
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SRO Registrations
SRO Registrations
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SRO Registrations
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SRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jack Robert Dukesherer's CRS (Customer Relationship Summary).
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