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KJ

Karl L. Jansson

CRD#: 6530479
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KJ
Karl Logan Jansson

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Karl Logan Jansson was a registered financial professional .

Karl is a previously registered financial professional and started their career in finance in 2015. Karl had worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 3, Series 7, Series 24 and Series 4 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.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

February 26, 2025 - June 2, 2026

TASTYTRADE, INC.

BD
CRD#: 277027
CHICAGO, IL
Past

June 24, 2024 - February 21, 2025

MORGAN STANLEY

RIA
CRD#: 149777
Chicago, IL
Past

July 25, 2022 - February 21, 2025

MORGAN STANLEY

BD
CRD#: 149777
Chicago, IL
Past

August 7, 2017 - September 5, 2023

E*TRADE SECURITIES LLC

BD
CRD#: 29106
CHICAGO, IL
Past

September 14, 2015 - August 7, 2017

E*TRADE FUTURES LLC

BD
CRD#: 145562
CHICAGO, IL

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 6/24/2024
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


TI
TASTYTRADE, INC.
TASTYTRADE, INC. | TASTYWORKS, INC.

CRD#: 277027 / SEC#: , 8-69649

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


Main Address
1330 West Fulton Street Suite 600, Chicago, IL 60607
Mailing Address
1330 West Fulton Street Suite 600, Chicago, IL 60607
Phone number
(312) 724-7075
Established
Delaware since 06/22/2015
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
TASTYLIVE, INC.OWNER
ADLER, KERRY ANN PATRICIAINTERIM CHIEF COMPLIANCE OFFICER3269947
BRASIL DE OLIVEIRA, LUIS FERNANDOCHIEF OPERATING OFFICER5652832
CHIOU, JASONHEAD OF CLIENT BROKERAGE SERVICES6757512
GRACE, CHRISTOPHER WILLIAMHEAD OF BROKERAGE TRADING OPERATIONS5985000
MONTERRUBIO, DAMONAML COMPLIANCE OFFICER5565532
SLOAN, JACQUELINE LEEFINOP2717305

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


TASTYTRADE, INC.

CRD#: 277027

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