Megan Jones
Professional summary
Megan Jones, who also goes by Megan Elizabeth Jones, is a registered financial professional currently at CAMPBELL LUTYENS & CO. INC. located in New York, New York.
Megan is registered as a RR (Registered Representative) and started their career in finance in 2023. Megan has worked at 2 firms and has passed the Series 63, Series 99TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Megan Jones's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 25, 2024 - Present
CAMPBELL LUTYENS & CO. INC.
Office #1: 630 Fifth Ave. 36th Floor, New York, NY 10111June 8, 2023 - June 26, 2024
MIZUHO SECURITIES USA LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 99TO
Date: 6/8/2023
Operations Professional ExaminationFINRA
Current Firm
CAMPBELL LUTYENS & CO. INC.
CRD#: 133376 / SEC#: , 8-66720
Contact information
FINRA licenses (51 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CAMPBELL LUTYENS HOLDINGS LIMITED | HOLDING CO. OWNER | |
| COOPER, GERALD LEWIS | DIRECTOR | 4848399 |
| DAVIDSSON, CHRISTOFFER | PRESIDENT/DIRECTOR | 3021081 |
| MARROQUIN, GUILLERMO | DIRECTOR | 2791001 |
| PANGBORN, JOEL WILLIAMSON | CHIEF COMPLIANCE OFFICER | 5489742 |
| PAOLINO, CHRISTOPHER SR | FINANCIAL AND OPERATIONS PRINCIPAL | 5707178 |
| SANDSTROM, SARAH ANNE | DIRECTOR | 2278556 |
| WIENER, GREGORY SETH | AMLCO/DIRECTOR | 4877612 |
Red Flags
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