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JC

Jessica L. Cohen

TRUMID FINANCIAL LLC
New York, NY 10018
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CRD#: 6118515
JC

Professional summary


Jessica Lee Cohen, who also goes by Jessica Cohen, Jessica L Megill, Jessica Lee Megill, Jessica Megill, is a registered financial professional currently at TRUMID FINANCIAL LLC located in New York, New York.

Jessica is registered as a RR (Registered Representative) and started their career in finance in 2013. Jessica has worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jessica Cohen | Jessica L Megill | Jessica Lee Megill | Jessica Megill

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 Jessica Lee Cohen'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

August 2, 2019 - Present

TRUMID FINANCIAL LLC

Office #1: 1411 Broadway Suite 2410, New York, NY 10018
BD
CRD#: 172129
New York, NY
Past

August 2, 2019 - June 21, 2022

ELECTRONIFIE SECURITIES LLC

BD
CRD#: 170945
NEW YORK, NY
Past

November 8, 2016 - August 5, 2019

BONDS.COM LLC

BD
CRD#: 43875
NEW YORK, NY
Past

April 6, 2015 - May 26, 2016

BONDS.COM LLC

BD
CRD#: 43875
NEW YORK, NY
Past

March 3, 2014 - March 18, 2015

NOMURA SECURITIES INTERNATIONAL, INC.

BD
CRD#: 4297
NEW YORK, NY
Past

April 18, 2013 - August 22, 2013

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 8/2/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


TF
TRUMID FINANCIAL LLC
TRUMID FINANCIAL LLC

CRD#: 172129 / SEC#: , 8-69500

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


Main Address
1411 Broadway Suite 2410, New York, NY 10018
Mailing Address
1411 Broadway Suite 2410, New York, NY 10018
Phone number
(212) 618-0388
Established
Delaware since 06/04/2014
Firm type
Limited Liability Company
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#
TRUMID HOLDINGS LLCPARENT
BARRETT, LANCE MATTHEWFINOP6999105
KNOPP, CHERYL JODICHIEF COMPLIANCE OFFICER5273448
MATEO, RONALD MICHAELCEO2802819
SIRACUSE, DANIEL JCHIEF FINANCIAL OFFICER / CHIEF OPERATING OFFICER5752088
SOBEL, MICHAEL EVANPRESIDENT4430822

Red Flags


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Company Information


TRUMID FINANCIAL LLC

CRD#: 172129New York, NY 10018

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