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JQ

Jeffrey B. Quinlan

LINCOLN INTERNATIONAL LLC
Chicago, IL 60606
Some features on this profile are disabled
CRD#: 6514743
JQ

Professional summary

Jeffrey B Quinlan, who also goes by Jeffrey B Quinlan, is a registered financial professional currently at LINCOLN INTERNATIONAL LLC located in Chicago, Illinois.

Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 2016. Jeffrey has worked at 3 firms and has passed the Series 63, Series 79TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jeffrey B Quinlan

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 B Quinlan'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

July 1, 2021 - Present

LINCOLN INTERNATIONAL LLC

Office #1: 110 North Wacker Drive 51st Floor, Chicago, IL 60606
BD
CRD#: 42045
Chicago, IL
Past

May 29, 2019 - November 10, 2020

MARCH CAPITAL CORP.

BD
CRD#: 24142
CHICAGO, IL
Past

May 10, 2016 - January 31, 2017

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
CHICAGO, IL

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
(7/19/2021)
RR
Illinois
(7/19/2021)
RR
New York
(7/19/2021)
RR
Texas
(7/19/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 7/19/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 7/10/2021
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/31/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/10/2016
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

LI
LINCOLN INTERNATIONAL LLC
LINCOLN INTERNATIONAL L.L.C. | LINCOLN PARTNERS L.L.C | LINCOLN INTERNATIONAL LLC

CRD#: 42045 / SEC#: , 8-49671

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

Main Address
110 North Wacker Drive-51st Floor, Chicago, IL 60606
Mailing Address
110 North Wacker Drive-51st Floor, Chicago, IL 60606
Phone number
(312) 580-8339
Established
Illinois since 03/28/1996
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# 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#
MONARCH FINCO, LLCSOLE MEMBER
BARR, ROBERT BRUCEMANAGING DIRECTOR720560
BROWN, ROBERT TODDCHIEF EXECUTIVE OFFICER3114282
HAQUE, SARAH ANSARICHIEF COMPLIANCE OFFICER & DEPUTY GENERAL COUNSEL7419726
LAWSON, LAWRENCE JAMES IIIMANAGING DIRECTOR, CHAIRMAN1081222
MALCHOW, ERIC DENNISPRESIDENT2499555
NELSON, JULIE ANNEFINOP, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS7051181

Disclosures

Regulatory Event1

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

LINCOLN INTERNATIONAL LLC

CRD#: 42045Chicago, IL 60606

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