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JE

John G. Eklund

AERIS PARTNERS LLC
San Francisco, CA 94104
Some features on this profile are disabled
CRD#: 5880023
JE

Professional summary

John Gray Eklund, who also goes by Gray Eklund, is a registered financial professional currently at AERIS PARTNERS LLC located in San Francisco, California.

John is registered as a RR (Registered Representative) and started their career in finance in 2011. John has worked at 4 firms and has passed the Series 63, SIE, Series 79 and Series 56 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Gray Eklund

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) - BD

Click below to view John Gray Eklund'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®
None

Experience

Current

May 20, 2022 - Present

AERIS PARTNERS LLC

Office #1: 345 California Street Suite 600 & 700, San Francisco, CA 94104
BD
CRD#: 153862
San Francisco, CA
Past

February 2, 2015 - May 10, 2022

PIPER SANDLER & CO.

BD
CRD#: 665
SAN FRANCISCO, CA
Past

April 29, 2014 - January 9, 2015

RUTBERG & COMPANY, LLC

BD
CRD#: 113392
SAN FRANCISCO, CA
Past

April 8, 2011 - March 18, 2013

RONIN CAPITAL, LLC

BD
CRD#: 118428
CHICAGO, IL

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
California
(6/14/2022)
RR
Massachusetts
(5/20/2022)

Exams

State Security Law Exam
RR
Series 63
Date: 5/15/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 79
Date: 4/28/2014
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 56
Date: 8/29/2011
Proprietary Trader Qualification Examination
SRO Registrations
RR
FINRA

Current Firm

AP
AERIS PARTNERS LLC
AERIS PARTNERS LLC

CRD#: 153862 / SEC#: , 8-68579

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

Main Address
500 Boylston Street 18th Floor, Boston, MA 02116
Mailing Address
500 Boylston Street 18th Floor, Boston, MA 02116
Phone number
(617) 751-4010
Established
Delaware since 11/30/2009
Firm type
Limited Liability Company
Fiscal year end
December
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

Direct owners and executive officers

NamePositionCRD#
AERIS INTERNATIONAL L.P.HOLDING CO
JONCAS, DAVID WILLIAMMANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER4447104
NIXON, JON ALANFINOP, PFO, POO4710715
SWANI, RAHULMANAGING DIRECTOR5003844

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

AERIS PARTNERS LLC

CRD#: 153862San Francisco, CA 94104

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