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JP

Jeffrey M. Pasquerella

BUNQ
NEW YORK, NY 10018
Some features on this profile are disabled
CRD#: 6741645
JP

Professional summary

Jeffrey Michael Pasquerella is a registered financial professional currently at BUNQ located in New York, New York.

Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 2019. Jeffrey has worked at 6 firms and has passed the Series 63, Series 99TO and Series 79TO exams.

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 Jeffrey Michael Pasquerella'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

November 12, 2025 - Present

BUNQ

Office #1: 500 7th Avenue #14b104, New York, NY 10018
BD
CRD#: 334829
NEW YORK, NY
Past

December 4, 2023 - August 16, 2024

DRIVEWEALTH INSTITUTIONAL LLC

BD
CRD#: 33038
New York, NY
Past

December 4, 2023 - November 15, 2024

ONE GROWTH SECURITIES LLC

BD
CRD#: 310890
NEW YORK , NY
Past

August 10, 2020 - January 2, 2023

ARCSTONE SECURITIES LLC

BD
CRD#: 306029
New York, NY
Past

April 14, 2020 - August 16, 2024

DRIVEWEALTH, LLC

BD
CRD#: 165429
New York, NY
Past

February 14, 2020 - April 13, 2020

DRIVEWEALTH, LLC

BD
CRD#: 165429
Chatham, NJ
Past

March 25, 2019 - October 15, 2019

AMERICAN GLOBAL WEALTH MANAGEMENT, INC.

BD
CRD#: 7388
MCDONOUGH, GA

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
Alabama
(2/20/2026)
RR
Alaska
(1/6/2026)
RR
California
(12/19/2025)
RR
Colorado
(12/22/2025)
RR
Connecticut
(1/20/2026)
RR
Delaware
(1/28/2026)
RR
Idaho
(12/19/2025)
RR
Indiana
(2/3/2026)
RR
Iowa
(12/19/2025)
RR
Kansas
(12/22/2025)
RR
Louisiana
(12/23/2025)
RR
Maine
(1/15/2026)
RR
Maryland
(2/5/2026)
RR
Mississippi
(12/19/2025)
RR
Nebraska
(1/30/2026)
RR
Nevada
(12/19/2025)
RR
New York
(12/17/2025)
RR
Ohio
(1/8/2026)
RR
Oklahoma
(12/19/2025)
RR
Oregon
(1/8/2026)
RR
Pennsylvania
(1/20/2026)
RR
Rhode Island
(1/2/2026)
RR
South Carolina
(1/8/2026)
RR
South Dakota
(1/16/2026)
RR
Utah
(12/22/2025)
RR
Virginia
(2/12/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 2/4/2020
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 11/12/2025
Operations Professional Examination
General Industry/Product Exam
RR
Series 79TO
Date: 3/5/2020
Investment Banking Registered Representative Examination
SRO Registrations
RR
FINRA

Current Firm

BU
BUNQ
BUNQ

CRD#: 334829 / SEC#: , 8-71344

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

Main Address
500 7th Avenue #14b104, New York, NY 10018
Mailing Address
500 7th Avenue #14b104, New York, NY 10018
Phone number
(914) 471-0231
Established
Delaware since 03/11/2025
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (20 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
BUNQ GLOBAL LLCHOLDING FIRM
ARBAIZA, POLINA BDEPUTY CHIEF COMPLIANCE OFFICER / MANAGING DIRECTOR6571383
DUGAN, MICHAEL JOSEPHFINOP1604211
PASQUERELLA, JEFFREY MICHAELCHIEF COMPLIANCE OFFICER/ MANAGING DIRECTOR6741645

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

BUNQ

CRD#: 334829New York, NY 10018

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