Jeffrey A. Masucci

J ALLEN CAPITAL ADVISORS

Windham, NH

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CRD#: 6446838

Professional summary

Jeffrey Allen Masucci, who also goes by Jeff Masucci, is a registered financial advisor currently at J ALLEN CAPITAL ADVISORS, LLC located in Windham, New Hampshire.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jeffrey has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff Masucci

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.

1.) ARCANA PARTNERS,LLC, GENERAL PARTNER OF GAMMA FUND, LP, MANAGER, 18 HAWTHORNE ROAD, WINDHAM, NH 03087, APRIL 8, 2015, 10 HOURS/MONTH DURING NON TRADING HOURS, INVESTMENT RELATED. 2.)SWEET INDULGENCE WINDHAM, LLC, RETAIL SALE OF FROZEN DESERTS, BOARD OF DIRECTORS, 7 NEWFOUND ROAD, WINDHAM, NH 03087, MARCH 2013, 15 HOURS/MONTH DURING NON TRADING HOURS, NON INVESTMENT RELATED. 3.)NORTH ANDOVER INVESTOR COLLABORATIVE II, LLC, INVESTMENT CAPITAL FOR SEED AND PRE-SERIES A COMPANIES, PARTNER, 45 HITCHING POST ROAD, NORTH ANDOVER, MA 01845, JUNE 2014, 20 HOURS/MONTH DURING NON TRADING HOURS, INVESTMENT RELATED.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Allen Masucci'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

July 29, 2015 - Present

J ALLEN CAPITAL ADVISORS, LLC

RIA

CRD#: 174729

Windham, NH

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Hampshire
(7/29/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/11/2014

Uniform Investment Adviser Law Examination

Current Firm

J ALLEN CAPITAL ADVISORS, LLC

CRD#: 174729 / SEC#:

New Hampshire

Registered Investment Advisory firm - (7/29/2015 Approved)

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Contact information

Main Address

Windham, NH

Mailing Address

Phone number

(603) 303-3482

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	1
AUM (Assets Under Management)	$ 6,068,483

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.

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Jeffrey A. Masucci

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Allen Masucci's CRS (Customer Relationship Summary).

Certified licenses

Experience

J ALLEN CAPITAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/11/2014

Current Firm

J ALLEN CAPITAL ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

J ALLEN CAPITAL ADVISORS, LLC

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