Jeffrey Memnon
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 Memnon was a registered financial professional .
Jeffrey is a previously registered financial professional and started their career in finance in 2018. Jeffrey had worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 21, 2022 - December 31, 2025
WIZEST INC.
May 5, 2021 - March 7, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
May 4, 2021 - March 7, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
December 26, 2018 - April 8, 2021
J.P. MORGAN SECURITIES LLC
November 13, 2018 - April 8, 2021
J.P. MORGAN SECURITIES LLC
State Registrations and Notice Filings
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Exams
Series 7TO
Date: 11/13/2018
General Securities Representative ExaminationCurrent Firm
WIZEST INC.
CRD#: 315156 / SEC#: 801-122077
Contact information
Regulatory assets under management
| Total Number of Accounts | 34 |
| AUM (Assets Under Management) | $ 52,017 |
Red Flags
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