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JS

Jeffrey W. Staszak

INTERACTIVE BROKERS LLC
Chicago, IL 60604
Some features on this profile are disabled
CRD#: 6652793
JS

Professional summary

Jeffrey William Staszak, who also goes by Jeff W Staszak, Jeff William Staszak, Jeff Staszak, Jeffrey W Staszak, Jeffrey Staszak, is a registered financial professional currently at INTERACTIVE BROKERS 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, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jeff W Staszak | Jeff William Staszak | Jeff Staszak | Jeffrey W Staszak | Jeffrey Staszak

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 William Staszak'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

August 19, 2020 - Present

INTERACTIVE BROKERS LLC

Office #1: 209 South Lasalle Street 10th Floor, Chicago, IL 60604
BD
CRD#: 36418
Chicago, IL
Past

March 27, 2019 - July 12, 2019

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
DOWNERS GROVE, IL
Past

June 13, 2016 - March 8, 2019

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
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
Illinois
(9/17/2020)

Exams

State Security Law Exam
RR
Series 63
Date: 6/23/2016
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 6/13/2016
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

IB
INTERACTIVE BROKERS LLC
INTERACTIVE BROKERS LLC

CRD#: 36418 / SEC#: , 8-47257

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

Main Address
Pickwick Plaza, Greenwich, CT 06830
Mailing Address
One Pickwick Plaza, Greenwich, CT 06830
Phone number
(203) 618-5710
Established
Connecticut since 03/09/1998
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# 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#
IBG LLCMANAGING MEMBER
BRODY, PAUL JONATHANSECRETARY, PRINCIPAL OPERATIONS OFFICER1722066
CHAIT, JONATHANEXECUTIVE VICE PRESIDENT, COO4582696
FRIEDLAND, DAVID ERICMANAGING DIRECTOR-ASIAN OPERATIONS2715164
GALIK, MILANCHIEF EXECUTIVE OFFICER2204066
GELMAN, JONATHAN MICHAELCHIEF COMPLIANCE OFFICER5440103
MANDELBAUM, ELAINEGENERAL COUNSEL2957713
MENICUCCI, JAMESPRINCIPAL FINANCIAL OFFICER6590173
SHAO-CHEN, KENGNINGTREASURER5910386

Disclosures

Regulatory Event92
Arbitration26

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

INTERACTIVE BROKERS LLC

CRD#: 36418Chicago, IL 60604

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