Jordan P. Mayerson
Professional summary
Jordan Phillip Mayerson, who also goes by Jordan Phillip Mayerson, is a registered financial professional currently at FINALIS SECURITIES LLC located in New York, New York.
Jordan is registered as a RR (Registered Representative) and started their career in finance in 2013. Jordan has worked at 2 firms and has passed the Series 63, Series 82TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jordan Phillip Mayerson's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 7, 2024 - Present
FINALIS SECURITIES LLC
Office #1: 228 Park Ave South Suite 85550, New York, NY 10003January 8, 2022 - October 4, 2022
FINALIS SECURITIES LLC
November 22, 2013 - January 30, 2015
GOLDMAN SACHS & CO. LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/7/2024)
(8/6/2025)
(5/2/2025)
(8/6/2025)
(8/7/2024)
Exams
Series 82TO
Date: 1/8/2022
Limited Representative-Private Securities OfferingsFINRA
Current Firm
FINALIS SECURITIES LLC
CRD#: 305908 / SEC#: , 8-70425
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FINALIS, INC. | HOLDING COMPANY | |
| AZARY, DENNIS MICHAEL | CEO/CCO/FINOP | 2384263 |
Red Flags
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