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AM

Alexandra Marten

JEFFERIES

SAN FRANCISCO, CA

·CRD# 6556906·11 years experience

Professional Summary

Alexandra Marten, who also goes by Alexandra Podkanska, is a registered financial advisor currently at JEFFERIES LLC located in San Francisco, California and JEFFERIES PRIME FINANCE LLC located in New York, New York. Alexandra is registered as a RR (Registered Representative) and started their career in finance in 2015. Alexandra has worked at 5 firms and has passed the Series 63, Series 57TO, Series 99TO, SIE and Series 7 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Alexandra Podkanska

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

11 years in the financial services industry

Current & Past Employments

JEFFERIES LLC·CRD# 2347

BD

101 California Street 31st Floor, San Francisco, CA 94111

August 6, 2024 - Present

JEFFERIES PRIME FINANCE LLC·CRD# 337480

BD

520 Madison, New York, NY 10022

May 5, 2026 - Present

J.P. MORGAN SECURITIES LLC·CRD# 79

BD

San Francisco, CA

October 25, 2017 - July 11, 2023

CITADEL SECURITIES LLC·CRD# 116797

BD

Chicago, IL

September 24, 2015 - August 24, 2017

CITADEL CLEARING LLC·CRD# 172693

BD

Chicago, IL

September 24, 2015 - August 24, 2017

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Current Firm

JP

JEFFERIES PRIME FINANCE LLC

JEFFERIES PRIME FINANCE LLC

CRD#: 337480 / SEC#: 8-71426

BD

Broker-Dealer Firm Regulated by FINRA (New York district office)

Contact Information

Main Address

520 Madison, New York, NY 10022

Mailing Address

520 Madison, New York, NY 10022

Phone Number

(212) 284-2300

Established

Delaware since 06/05/2025

Firm Type

Limited Liability Company

Fiscal Year End

November

Firm Size

Small

FINRA licenses (17 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

Name	Position	CRD#
JEFFERIES FINANCIAL GROUP INC.	DIRECT OWNER	—
ALDOROTY, MARK	CEO	2892942
NAGY, DAVID J	CCO	4098404
SAHLER, MARK STERN	FINOP - OPERATIONS PRINCIPAL	1555958
WHITE, ANDREW JOHN	CFO/FINOP - FINANCIAL PRINCIPAL	5830317

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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.

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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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Alabama
(8/8/2024)

RR

Alaska
(8/16/2024)

RR

Arizona
(8/13/2024)

RR

Arkansas
(8/14/2024)

RR

California
(8/7/2024)

RR

Colorado
(8/7/2024)

RR

Connecticut
(8/7/2024)

RR

Delaware
(8/20/2024)

RR

District of Columbia
(8/7/2024)

RR

Florida
(8/6/2024)

RR

Georgia
(8/8/2024)

RR

Hawaii
(8/9/2024)

RR

Idaho
(8/7/2024)

RR

Illinois
(8/13/2024)

RR

Indiana
(8/8/2024)

RR

Iowa
(8/9/2024)

RR

Kansas
(8/7/2024)

RR

Kentucky
(8/7/2024)

RR

Louisiana
(8/20/2024)

RR

Maine
(8/7/2024)

RR

Maryland
(8/8/2024)

RR

Massachusetts
(8/7/2024)

RR

Michigan
(8/8/2024)

RR

Minnesota
(8/6/2024)

RR

Mississippi
(8/6/2024)

RR

Missouri
(8/6/2024)

RR

Montana
(8/8/2024)

RR

Nebraska
(8/6/2024)

RR

Nevada
(8/6/2024)

RR

New Hampshire
(8/12/2024)

RR

New Jersey
(8/7/2024)

RR

New Mexico
(8/7/2024)

RR

New York
(8/8/2024)

RR

North Carolina
(8/8/2024)

RR

North Dakota
(8/12/2024)

RR

Ohio
(8/6/2024)

RR

Oklahoma
(8/12/2024)

RR

Oregon
(8/7/2024)

RR

Pennsylvania
(8/7/2024)

RR

Puerto Rico
(8/21/2024)

RR

Rhode Island
(8/13/2024)

RR

South Carolina
(8/6/2024)

RR

South Dakota
(8/7/2024)

RR

Tennessee
(8/7/2024)

RR

Texas
(8/7/2024)

RR

Utah
(8/7/2024)

RR

Vermont
(8/12/2024)

RR

Virgin Islands
(8/12/2024)

RR

Virginia
(8/7/2024)

RR

Washington
(8/7/2024)

RR

West Virginia
(8/7/2024)

RR

Wisconsin
(8/6/2024)

RR

Wyoming
(8/6/2024)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 2018About the Series 63 exam

Series 57TO — Securities Trader Exam

Passed Jan 2023About the Series 57TO exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 2015About the Series 7 exam

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FINRA

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SRO Registrations

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SRO Registrations

NYSE American LLC

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NYSE Arca, Inc.

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NYSE National, Inc.

SRO Registrations

NYSE Texas, Inc.

SRO Registrations

Nasdaq GEMX, LLC

SRO Registrations

Nasdaq ISE, LLC

SRO Registrations

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SRO Registrations

Nasdaq PHLX LLC

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Nasdaq Stock Market

SRO Registrations

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SRO Registrations

New York Stock Exchange

SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Alexandra Marten's CRS (Customer Relationship Summary).

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AM

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