JE
Jan R. Endresen
MORGAN STANLEY
New York, NY 10004
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CRD#: 5798933
JE
Professional summary
Jan Reed Endresen is a registered financial professional currently at MORGAN STANLEY located in New York, New York and EQUITYZEN SECURITIES LLC located in Purchase, New York.
Jan is registered as a RR (Registered Representative) and started their career in finance in 2015. Jan has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 79 exams.
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.
CRS (Client Relationship Summary) - BD
Click below to view Jan Reed Endresen'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®
NoneExperience
Current
January 30, 2024 - Present
MORGAN STANLEY
Office #1: 1 New York Plaza Corp Equity Solutions & Annuities/insurance Review, New York, NY 10004Office #2: 55 East 52nd Street 12th Floor, New York, NY 10055Office #3: 2000 Westchester Ave (home Office), Purchase, NY 10577RIA
BD
CRD#: 149777
New York, NY
Current
April 10, 2026 - Present
EQUITYZEN SECURITIES LLC
Office #1: 2000 Westchester Ave, Purchase, NY 10577BD
CRD#: 281820
Purchase, NY
Past
January 23, 2020 - January 26, 2024
WILLIAMS TRADING LLC
BD
CRD#: 43678
WESTPORT, CT
Past
September 14, 2016 - January 29, 2020
APOLLO GLOBAL SECURITIES, LLC
BD
CRD#: 153502
NEW YORK, NY
Past
September 10, 2015 - June 30, 2016
CRT CAPITAL GROUP LLC
BD
CRD#: 28830
STAMFORD, CT
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
Alabama(1/30/2024)
RR
Alaska(1/30/2024)
RR
Arizona(1/30/2024)
RR
Arkansas(1/30/2024)
RR
California(1/30/2024)
RR
Colorado(1/30/2024)
RR
Connecticut(1/30/2024)
RR
Delaware(1/30/2024)
RR
District of Columbia(1/30/2024)
RR
Florida(1/30/2024)
RR
Georgia(1/30/2024)
RR
Hawaii(1/30/2024)
RR
Idaho(1/30/2024)
RR
Illinois(1/30/2024)
RR
Indiana(1/30/2024)
RR
Iowa(1/30/2024)
RR
Kansas(1/30/2024)
RR
Kentucky(1/30/2024)
RR
Louisiana(1/30/2024)
RR
Maine(1/30/2024)
RR
Maryland(1/30/2024)
RR
Massachusetts(1/30/2024)
RR
Michigan(1/30/2024)
RR
Minnesota(1/30/2024)
RR
Mississippi(1/30/2024)
RR
Missouri(1/30/2024)
RR
Montana(1/30/2024)
RR
Nebraska(1/30/2024)
RR
Nevada(1/30/2024)
RR
New Hampshire(1/30/2024)
RR
New Jersey(1/30/2024)
RR
New Mexico(1/30/2024)
RR
New York(1/30/2024)
RR
North Carolina(1/30/2024)
RR
North Dakota(1/30/2024)
RR
Ohio(1/30/2024)
RR
Oklahoma(1/30/2024)
RR
Oregon(1/30/2024)
RR
Pennsylvania(1/30/2024)
RR
Puerto Rico(1/30/2024)
RR
Rhode Island(1/30/2024)
RR
South Carolina(1/30/2024)
RR
South Dakota(1/30/2024)
RR
Tennessee(1/30/2024)
RR
Texas(1/30/2024)
RR
Utah(1/30/2024)
RR
Vermont(1/30/2024)
RR
Virgin Islands(1/30/2024)
RR
Virginia(1/30/2024)
RR
Washington(1/30/2024)
RR
West Virginia(1/30/2024)
RR
Wisconsin(1/30/2024)
RR
Wyoming(1/30/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange
Current Firm
ES
EQUITYZEN SECURITIES LLC
EQUITYZEN SECURITIES LLC
CRD#: 281820 / SEC#: , 8-69689
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information
Main Address
1 New York Plaza 12th Floor, New York, NY, 10004
Mailing Address
1 New York Plaza 12th Floor Suite 1200, New York, NY, 10004
Phone number
(877) 490-6121
Established
Delaware since 09/22/2015
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (53 States and Territories)
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.
