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JA

Jesse Acosta

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CRD#: 5689453
JA

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 Acosta was a registered financial professional .

Jesse is a previously registered financial professional and started their career in finance in 2009. Jesse had worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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®
None

Experience


Past

August 3, 2015 - November 1, 2017

JAMIESON CORPORATE FINANCE US LLC

BD
CRD#: 170172
New York, NY
Past

January 21, 2015 - June 15, 2015

TAP SECURITIES LLC

BD
CRD#: 151593
NEW YORK, NY
Past

March 28, 2013 - August 1, 2014

ONDRA PARTNERS LP

BD
CRD#: 155106
New York, NY
Past

August 17, 2009 - April 10, 2013

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY

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
Series 63
Date: 8/18/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/22/2015
General Securities Principal Examination

Current Firm


JC
JAMIESON CORPORATE FINANCE US LLC
JAMIESON CORPORATE FINANCE US LLC

CRD#: 170172 / SEC#: , 8-69412

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


Main Address
410 Park Ave Suite 1510, New York, NY 10022
Mailing Address
410 Park Ave Suite 1510, New York, NY 10022
Phone number
(212) 224-8200
Established
Delaware since 10/18/2013
Firm type
Limited Liability Company
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
JCF US LLC100 % SHAREHOLDER OF BD
BARENBOIM, LEONARDCCO1523181
GENDRON, KAREN MARIECFO/FINOP1503330
WASSERBERGER, MARKCHIEF EXECUTIVE OFFICER2636502

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


JAMIESON CORPORATE FINANCE US LLC

CRD#: 170172

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