Stephanie K. Jackels
Professional summary
Stephanie Kane Jackels, who also goes by Stephanie June Kane, is a registered financial professional currently at FIRST SOUTHERN, LLC located in Alpharetta, Georgia.
Stephanie is registered as a RR (Registered Representative) and started their career in finance in 2011. Stephanie has worked at 11 firms and has passed the Series 99TO, SIE and Series 27 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Stephanie Kane Jackels's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 6, 2017 - Present
FIRST SOUTHERN, LLC
Office #1: 1720 Windward Concourse, Suite 115, Alpharetta, GA 30005Office #2: 2 Tabonuco Street, Suite 200, Guaynabo, PR 00968-1772November 1, 2018 - October 1, 2019
CHURCHILL STATESIDE SECURITIES, LLC
January 17, 2018 - December 31, 2018
CROWDVEST SECURITIES LLC
April 6, 2017 - October 5, 2020
FIRST SOUTHERN SECURITIES, LLC.
January 4, 2016 - August 7, 2020
LUMOS PARTNERS, LLC
September 29, 2015 - May 2, 2017
GEM SECURITIES, LLC
January 2, 2014 - April 2, 2014
EUROLINK SECURITIES LLC
November 19, 2012 - April 2, 2014
MYSTIC CAPITAL MARKETS GROUP, LLC
February 15, 2012 - May 8, 2014
DIVINE CAPITAL MARKETS LLC
January 3, 2012 - March 7, 2014
GENTRY SECURITIES LLC
December 12, 2011 - December 31, 2020
REGISTER FINANCIAL ASSOCIATES, 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
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
FIRST SOUTHERN, LLC
CRD#: 282756 / SEC#: , 8-69733
Contact information
FINRA licenses (35 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| BENT, INC. | SHAREHOLDER | |
| HEEHAW INC. | SHAREHOLDER | |
| VSPR, INC. | SHAREHOLDER | |
| PAGAN MARXUACH, RAFAEL ANTONIO | OWNER | 2863850 |
| HAWK, WILLIAM HEATH | PRESIDENT/CEO/MANAGING MEMBER | 2494928 |
| JACKELS, STEPHANIE KANE | FINOP/PFO | 5928877 |
| JONES, SHARON DOSTER | CHIEF COMPLIANCE OFFICER | 3124470 |
| SFYRIS, VASILEIOS ALEXIOS | MANAGING MEMBER/POO | 4026992 |
Disclosures
| Regulatory Event | 2 |
Red Flags
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