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JS

Jehanzeb Sarwar

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CRD#: 5746692
JS

Professional summary

Jehanzeb Sarwar was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Jehanzeb is a previously registered financial professional and started their career in finance in 2010. Prior to being barred, Jehanzeb had worked at 2 firms, which includes COLUMBUS ADVISORY GROUP LTD., IAA FINANCIAL LLC.

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

September 15, 2010 - January 23, 2012

COLUMBUS ADVISORY GROUP, LTD.

BD
CRD#: 126331
NEW YORK, NY
Past

January 14, 2010 - July 6, 2010

IAA FINANCIAL LLC

BD
CRD#: 6578
WEST PALM BEACH, FL

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: 1/21/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 1/13/2010
General Securities Representative Examination

Current Firm

CA
COLUMBUS ADVISORY GROUP, LTD.
COLUMBUS ADVISORY GROUP, LTD. | OLYMPIA ASSET MANAGEMENT,LTD. | MURPHY FINANCIAL GROUP, INC.

CRD#: 126331 / SEC#: , 8-65875

BD
Terminated by SEC on 01/31/2021
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Contact information

Main Address
Mailing Address
Phone number
Established
New York since 12/11/2002
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents

Direct owners and executive officers

NamePositionCRD#
MURPHY, MICHAEL PATRICKFOUNDING PARTNER2596905
BUNSIS, MICHAEL OWENFINANCIAL OPERATIONS MNGR.2756066
MCNULTY, MICHAEL PATRICKCCO2958550
MCNULTY, MICHAEL PATRICKINTERIM CEO

Disclosures

Regulatory Event4
Arbitration2

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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Company Information

COLUMBUS ADVISORY GROUP, LTD.

CRD#: 126331

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