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Federico E. Fermin Jahn

CLEANBRIDGE SECURITIES
Miami, FL 33133
Some features on this profile are disabled
CRD#: 6531058
FF

Professional summary

Federico E Fermin Jahn is a registered financial professional currently at CLEANBRIDGE SECURITIES, LLC located in Miami, Florida.

Federico is registered as a RR (Registered Representative) and started their career in finance in 2015. Federico has worked at 2 firms and has passed the Series 63, Series 79TO, SIE and Series 79 exams.

top-8-questions

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) - BD

Click below to view Federico E Fermin Jahn'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

September 24, 2021 - Present

CLEANBRIDGE SECURITIES, LLC

Office #1: 2601 S. Bayshore Drive Suite 1130, Miami, FL 33133
BD
CRD#: 140889
Miami, FL
Past

August 18, 2015 - October 12, 2017

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
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
Florida
(9/24/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 8/21/2015
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 9/24/2021
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/12/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 79
Date: 8/17/2015
Investment Banking Registered Representative Examination
SRO Registrations
RR
FINRA

Current Firm

CS
CLEANBRIDGE SECURITIES, LLC
CLEANBRIDGE SECURITIES, LLC | PAF SECURITIES, LLC

CRD#: 140889 / SEC#: , 8-67348

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

Main Address
2601 S. Bayshore Drive Suite 1130, Miami, FL 33133
Mailing Address
2601 S.. Bayshore Drive Suite 1130, Miami, FL 33133
Phone number
(305) 577-9799
Established
Delaware since 03/29/2005
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (11 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
CLEANBRIDGE ADVISORS, LLCHOLDING COMPANY
MOODY, BENJAMIN SIMONPRESIDENT/CEO/CCO2345636
TENPOW, GEORGE PHILIPCFO/FINOP2938989

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

CLEANBRIDGE SECURITIES, LLC

CRD#: 140889Miami, FL 33133

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