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JJ

Jeffrey R. Jaekle

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CRD#: 6911631
JJ

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.

Jeffrey Robert Jaekle, who also goes by Jeff Jaekle, was a registered financial professional .

Jeffrey is a previously registered financial professional and started their career in finance in 2019. Jeffrey had worked at 1 firm and has passed the Series 79 and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jeff Jaekle

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

January 16, 2019 - July 7, 2020

BERKERY NOYES SECURITIES, LLC

BD
CRD#: 155918
NEW YORK, NY

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

General Industry/Product Exam
RR
Series 79
Date: 6/7/2018
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/7/2018
Securities Industry Essentials Examination

Current Firm

BN
BERKERY NOYES SECURITIES, LLC
BERKERY NOYES SECURITIES, LLC

CRD#: 155918 / SEC#: , 8-68750

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

Main Address
250 Park Avenue 14th Floor, New York, NY, 10177
Mailing Address
250 Park Avenue 14th Floor, New York, NY, 10177
Phone number
(212) 668-3355
Established
New York since 08/03/2010
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (23 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
BERKERY NOYES & CO., LLCPARENT COMPANY
CALIMANO, FRANK VINCENTFINOP840807
MAGIDA, MARTIN DAVIDPRESIDENT AND CCO1172334

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

BERKERY NOYES SECURITIES, LLC

CRD#: 155918

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