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JR

Juan M. Rojas

TZERO SECURITIES
Jersey City, NJ 07310
Some features on this profile are disabled
CRD#: 6131987
JR

Professional summary


Juan Manuel Rojas, who also goes by Juan M. Rojas, Juan Rojas, is a registered financial professional currently at TZERO SECURITIES, LLC located in Jersey City, New Jersey and TZERO DIGITAL ASSET SECURITIES, LLC located in Jersey City, New Jersey.

Juan is registered as a RR (Registered Representative) and started their career in finance in 2015. Juan has worked at 6 firms and has passed the Series 63, Series 99TO, SIE, Series 3, Series 7, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Juan M. Rojas | Juan Rojas

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 Juan Manuel Rojas's CRS (Customer Relationship Summary).
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

November 7, 2023 - Present

TZERO SECURITIES, LLC

Office #1: 525 Washington Blvd, Suite 300, Jersey City, NJ 07310Office #2: 525 Washington Blvd Suite 300, Jersey City, NJ 07310
BD
CRD#: 123421
Jersey City, NJ
Current

January 29, 2025 - Present

TZERO DIGITAL ASSET SECURITIES, LLC

Office #1: 30 Montgomery St, Suite 330, Jersey City, NJ 07302
BD
CRD#: 316189
JERSEY CITY, NJ
Past

November 7, 2023 - December 18, 2024

TZERO MARKETS

BD
CRD#: 304537
JERSEY CITY, NJ
Past

November 22, 2022 - November 29, 2023

MORGAN STANLEY

BD
CRD#: 149777
Jersey City, NJ
Past

September 30, 2016 - September 5, 2023

E*TRADE SECURITIES LLC

BD
CRD#: 29106
Jersey City, NJ
Past

April 29, 2015 - September 30, 2016

E*TRADE CLEARING LLC

BD
CRD#: 25025
Jersey City, NJ

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
New Jersey
(11/7/2023)
RR
New York
(11/7/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 11/29/2016
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


TD
TZERO DIGITAL ASSET SECURITIES, LLC
TZERO DIGITAL ASSET SECURITIES, LLC

CRD#: 316189 / SEC#: , 8-70879

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


Main Address
525 Washington Blvd Suite 300, Jersey City, NJ 07310
Mailing Address
525 Washington Blvd Suite 300, Jersey City, NJ 07310
Phone number
(347) 380-7318
Established
Delaware since 06/02/2021
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
TZERO BROKER SERVICES LLCMEMBER
KNIGHT, JAMES ATWOOD JRPOO6513288
ONISHCHUK, OLGACOMPLIANCE OFFICER5435460
ONISHCHUK, OLGACCO5435460
TAIONATO CLEMENTE, RENATAFINOP & PFO5875477
VLASTAKIS, ALEXPRESIDENT4141268

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


TZERO DIGITAL ASSET SECURITIES, LLC

CRD#: 316189Jersey City, NJ 07310

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