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JJ

Jeffrey E. Jerdin

FALLBROOK CAPITAL SECURITIES
Calabasas, CA 91302
Some features on this profile are disabled
CRD#: 6254187
JJ

Professional summary

Jeffrey Eric Jerdin, who also goes by Jeff Jerdin, Jeffrey Jerdin, is a registered financial professional currently at FALLBROOK CAPITAL SECURITIES CORP. located in Calabasas, California.

Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 2013. Jeffrey has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jeff Jerdin | Jeffrey Jerdin

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 Jeffrey Eric Jerdin'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 1, 2017 - Present

FALLBROOK CAPITAL SECURITIES CORP.

Office #1: 26610 Agoura Road Suite 120, Calabasas, CA 91302
BD
CRD#: 101180
Calabasas, CA
Past

July 14, 2015 - April 22, 2016

T.R. WINSTON & COMPANY, LLC

BD
CRD#: 10571
LOS ANGELES, CA
Past

December 12, 2013 - July 8, 2015

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
LA CRESCENTA, CA

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
California
(8/1/2017)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/13/2014
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/12/2013
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

FC
FALLBROOK CAPITAL SECURITIES CORP.
CALABASAS CAPITAL | FALLBROOK CAPITAL SECURITIES CORP. | FALLBROOK CAPITAL CORPORATION

CRD#: 101180 / SEC#: , 8-52068

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

Main Address
26610 Agoura Road Suite 120, Calabasas, CA 91302
Mailing Address
26610 Agoura Road Suite 120, Calabasas, CA 91302
Phone number
(818) 657-6100
Established
Florida since 08/04/1999
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (25 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
BLANKEN, BRANDT ANDREWSHAREHOLDER2245313
ELLEN, WENDY CHERYLCCO AND AMLCO5606560
LEDERER, JOSH KENTPRESIDENT/PRINCIPAL/SHAREHOLDER4898773
SHEFTELL, CRAIG EVANVICE PRESIDENT, SHAREHOLDER1200482
KINZER, CAROL ANNFINOP/CFO4519471

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

FALLBROOK CAPITAL SECURITIES CORP.

CRD#: 101180Calabasas, CA 91302

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