Alexandra C. Jerez-fernandez
Professional summary
Alexandra Cecilia Jerez-fernandez, who also goes by Alexandra C Jerez-fernandez, Alexandra Cecilia Jerez-fernandez, Alexandra Jerez-fernandez, is a registered financial professional currently at CAMPBELL LUTYENS & CO. INC. located in New York, New York.
Alexandra is registered as a RR (Registered Representative) and started their career in finance in 2012. Alexandra has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 79 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Alexandra Cecilia Jerez-fernandez's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 2, 2019 - Present
CAMPBELL LUTYENS & CO. INC.
Office #1: 630 Fifth Ave. 36th Floor, New York, NY 10111January 19, 2018 - March 26, 2019
JEFFERIES LLC
May 20, 2015 - January 27, 2017
MVISION PRIVATE EQUITY ADVISERS USA LLC
October 9, 2012 - December 24, 2014
CITIGROUP GLOBAL MARKETS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/2/2019)
(4/2/2019)
(4/2/2019)
(4/2/2019)
(4/2/2019)
(4/2/2019)
(4/2/2019)
(4/2/2019)
(4/2/2019)
(4/2/2019)
(4/2/2019)
(4/2/2019)
(4/2/2019)
(4/2/2019)
(4/2/2019)
(4/2/2019)
(4/2/2019)
(4/2/2019)
(4/2/2019)
(4/2/2019)
(4/2/2019)
(4/2/2019)
(4/2/2019)
(4/2/2019)
(4/2/2019)
(4/2/2019)
(4/2/2019)
(4/2/2019)
(4/2/2019)
(4/2/2019)
(4/2/2019)
(4/2/2019)
(4/2/2019)
(4/2/2019)
(4/2/2019)
(4/2/2019)
(4/2/2019)
(4/2/2019)
(4/2/2019)
(4/2/2019)
(4/2/2019)
(4/2/2019)
(4/2/2019)
(4/2/2019)
(4/2/2019)
(4/2/2019)
(4/2/2019)
(4/2/2019)
(4/2/2019)
(4/2/2019)
(4/2/2019)
Exams
FINRA
Current Firm
CAMPBELL LUTYENS & CO. INC.
CRD#: 133376 / SEC#: , 8-66720
Contact information
FINRA licenses (51 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CAMPBELL LUTYENS HOLDINGS LIMITED | HOLDING CO. OWNER | |
| COOPER, GERALD LEWIS | DIRECTOR | 4848399 |
| DAVIDSSON, CHRISTOFFER | PRESIDENT/DIRECTOR | 3021081 |
| MARROQUIN, GUILLERMO | DIRECTOR | 2791001 |
| PANGBORN, JOEL WILLIAMSON | CHIEF COMPLIANCE OFFICER | 5489742 |
| PAOLINO, CHRISTOPHER SR | FINANCIAL AND OPERATIONS PRINCIPAL | 5707178 |
| SANDSTROM, SARAH ANNE | DIRECTOR | 2278556 |
| WIENER, GREGORY SETH | AMLCO/DIRECTOR | 4877612 |
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.
