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JH

Jonathan C. Hull

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CRD#: 6620981
JH

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.

Jonathan Clark Hull, who also goes by Jon Hull, was a registered financial professional .

Jonathan is a previously registered financial professional and started their career in finance in 2016. Jonathan had worked at 4 firms and has passed the Series 63, SIE, Series 62 and Series 79 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jon Hull

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

April 22, 2022 - October 16, 2025

INSURANCE ADVISORY PARTNERS LLC

BD
CRD#: 314295
New York, NY
Past

January 3, 2020 - April 20, 2022

PIPER SANDLER & CO.

BD
CRD#: 665
NEW YORK, NY
Past

July 24, 2019 - January 3, 2020

SANDLER, O'NEILL & PARTNERS, L.P.

BD
CRD#: 23328
NEW YORK, NY
Past

May 26, 2016 - October 22, 2018

MARSHBERRY CAPITAL, LLC.

BD
CRD#: 157384
WOODMERE, OH

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
Series 63
Date: 8/3/2016
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 7/8/2016
Corporate Securities Limited Representative Examination
General Industry/Product Exam

Current Firm


IA
INSURANCE ADVISORY PARTNERS LLC
INSURANCE ADVISORY PARTNERS LLC

CRD#: 314295 / SEC#: , 8-70698

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


Main Address
1270 Avenue Of The Americas Suite 2502, New York, NY 10020
Mailing Address
1270 Avenue Of The Americas Suite 2502, New York, NY 10020
Phone number
(646) 736-2825
Established
Delaware since 03/22/2021
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
IAP GLOBAL LLCOWNER
DULECKI, RANDALL JAMESCOO, CCO, AMLCO4858543
SERRA, CARL ANTHONY IIIFINOP3179039
URSANO, ANTONIO JRCEO1383248

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


INSURANCE ADVISORY PARTNERS LLC

CRD#: 314295

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