MJ
Matthew J. Jachera
T.R. WINSTON & COMPANY
New York, NY 10007
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CRD#: 6505625
MJ
Professional summary
Matthew James Jachera is a registered financial professional currently at T.R. WINSTON & COMPANY, LLC located in New York, New York.
Matthew is registered as a RR (Registered Representative) and started their career in finance in 2018. Matthew has worked at 8 firms and has passed the Series 63, Series 79TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
None
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.
CRS (Client Relationship Summary) - BD
Click below to view Matthew James Jachera'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®
NoneExperience
Current
April 23, 2026 - Present
T.R. WINSTON & COMPANY, LLC
Office #1: 7 Wtc 250 Greenwich Street Suite 4612, New York, NY, 10007BD
CRD#: 10571
New York, NY
Past
May 22, 2025 - April 16, 2026
PRIME EXECUTIONS, INC.
BD
CRD#: 32889
NEW YORK, NY
Past
October 1, 2024 - May 23, 2025
BOUSTEAD SECURITIES, LLC
BD
CRD#: 141391
IRVINE, CA
Past
August 27, 2024 - May 23, 2025
SUTTER SECURITIES INCORPORATED
BD
CRD#: 30770
IRVINE, CA
Past
April 14, 2021 - November 24, 2023
BERENBERG CAPITAL MARKETS LLC
BD
CRD#: 156757
NEW YORK, NY
Past
October 5, 2020 - April 7, 2021
ARCADIA SECURITIES, LLC
BD
CRD#: 44656
New York, NY
Past
May 14, 2019 - October 6, 2020
THINKEQUITY LLC
BD
CRD#: 20996
NEW YORK, NY
Past
June 28, 2018 - May 10, 2019
OPPENHEIMER & CO. INC.
BD
CRD#: 249
NEW YORK, NY
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
Alabama(4/23/2026)
RR
Alaska(4/23/2026)
RR
Arizona(4/23/2026)
RR
Arkansas(4/23/2026)
RR
California(4/23/2026)
RR
Colorado(4/23/2026)
RR
Connecticut(4/23/2026)
RR
Delaware(4/23/2026)
RR
District of Columbia(4/23/2026)
RR
Florida(4/23/2026)
RR
Georgia(4/23/2026)
RR
Hawaii(4/23/2026)
RR
Idaho(4/23/2026)
RR
Illinois(4/23/2026)
RR
Indiana(4/23/2026)
RR
Iowa(4/23/2026)
RR
Kansas(4/23/2026)
RR
Kentucky(4/23/2026)
RR
Louisiana(4/23/2026)
RR
Maine(4/23/2026)
RR
Maryland(4/23/2026)
RR
Massachusetts(4/23/2026)
RR
Michigan(4/23/2026)
RR
Minnesota(4/23/2026)
RR
Mississippi(4/23/2026)
RR
Missouri(4/23/2026)
RR
Montana(4/23/2026)
RR
Nebraska(4/23/2026)
RR
Nevada(4/23/2026)
RR
New Hampshire(4/23/2026)
RR
New Jersey(4/23/2026)
RR
New Mexico(4/23/2026)
RR
New York(4/23/2026)
RR
North Carolina(4/23/2026)
RR
North Dakota(4/23/2026)
RR
Ohio(4/23/2026)
RR
Oklahoma(4/23/2026)
RR
Oregon(4/23/2026)
RR
Pennsylvania(4/23/2026)
RR
Rhode Island(4/23/2026)
RR
South Carolina(4/23/2026)
RR
South Dakota(4/23/2026)
RR
Tennessee(4/23/2026)
RR
Texas(4/23/2026)
RR
Utah(4/23/2026)
RR
Vermont(4/23/2026)
RR
Virginia(4/23/2026)
RR
Washington(4/23/2026)
RR
West Virginia(4/23/2026)
RR
Wisconsin(4/23/2026)
RR
Wyoming(4/23/2026)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 5/19/2023
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange
Current Firm
TW
T.R. WINSTON & COMPANY, LLC
T.R. WINSTON & COMPANY, INC. | T.R. WINSTON & COMPANY, LLC
CRD#: 10571 / SEC#: , 8-27519
BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information
Main Address
376 Main Street, Bedminster, NJ 07921-2613
Mailing Address
P.o. Box 74 376 Main Street, Bedminster, NJ 07921
Phone number
(908) 234-0300
Established
Delaware since 08/18/2003
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| RUNNELS, G TYLER | DIRECTOR, CHAIRMAN AND CEO | 1415264 |
| KANG, KAREN | EXECUTIVE VICE PRESIDENT AND ROSFP | 4367718 |
| CRISWELL, JEFFREY LENOX SR | VICE PRESIDENT, SECRETARY, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | 2121440 |
| HEMEDES, STEPHEN NATHANIEL | MUNICIPAL PRINCIPAL AND HEAD TRADER | 6870830 |
| SANCIO, GALE ANN | ASSISTANT SECRETARY, ROSFP | 1121258 |
Disclosures
| Regulatory Event | 5 |
| Arbitration | 5 |
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.
