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JB

Jennifer M. Blevins

CAPITAL ONE SECURITIES
NEW ORLEANS, LA 70170
Some features on this profile are disabled
CRD#: 6057862
JB

Professional summary

Jennifer Mckay Blevins, who also goes by Jennifer Mckay Bosso, is a registered financial professional currently at CAPITAL ONE SECURITIES, INC. located in New Orleans, Louisiana and TRIPLETREE, LLC located in Minneapolis, Minnesota.

Jennifer is registered as a RR (Registered Representative) and started their career in finance in 2012. Jennifer has worked at 3 firms and has passed the SIE, Series 7, Series 99 and Series 27 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jennifer Mckay Bosso

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 Jennifer Mckay Blevins'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

June 18, 2012 - Present

CAPITAL ONE SECURITIES, INC.

Office #1: 201 St. Charles Avenue Suite 1830, New Orleans, LA 70170
BD
CRD#: 44158
NEW ORLEANS, LA
Current

December 8, 2021 - Present

TRIPLETREE, LLC

Office #1: 8200 Normandale Lake Blvd 7th Floor, Minneapolis, MN 55437
BD
CRD#: 42820
Minneapolis, MN
Current

February 17, 2022 - Present

KIPPSDESANTO & COMPANY

Office #1: 1675 Capital One Dr. Suite 1200, Mclean, VA 22102
BD
CRD#: 45763
Mclean, VA

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
Louisiana
(6/18/2012)

Exams

General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/6/2014
General Securities Representative Examination
General Industry/Product Exam
RR
Series 99
Date: 6/15/2012
Operations Professional Examination
Principal/Supervisory Exam
RR
Series 27
Date: 5/12/2016
Financial and Operations Principal Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm

K&
KIPPSDESANTO & COMPANY
BANYAN CAPITAL MARKETS, LLC | KIPPSDESANTO & COMPANY | COLONIAL CAPITAL PARTNERS, LLC | BANYAN INVESTMENT ADVISORS, INC.

CRD#: 45763 / SEC#: , 8-51183

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

Main Address
1675 Capital One Dr. Suite 1200, Mclean, VA 22102
Mailing Address
1675 Capital One Dr. Suite 1200, Mclean, VA 22102
Phone number
(703) 442-1400
Established
Virginia since 12/31/2007
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
CAPITAL ONE, N.A.SHAREHOLDER
DESANTO, KEVIN PHILIPPRESIDENT4912789
HALPRIN, GABRIELLE BAILLEUXCHIEF FINANCIAL OFFICER/FINOP5087341
MULLIGAN, ROBERTCHIEF COMPLIANCE OFFICER1584973
ROER, PATRICIA LANGDIRECTOR3157205
TULIP, STEVEN ANDREWDIRECTOR2540149

Disclosures

Regulatory Event1

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

KIPPSDESANTO & COMPANY

CRD#: 45763New Orleans, LA 70170

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