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JK

Jessica Kriewald

3ICO SECURITIES LLC
CONSHOHOCKEN, PA 19428
Some features on this profile are disabled
CRD#: 7052634
JK

Professional summary


Jessica Kriewald is a registered financial professional currently at 3ICO SECURITIES LLC located in Conshohocken, Pennsylvania and STRONG CAPITAL MARKETS, LLC located in Stamford, Connecticut.

Jessica is registered as a RR (Registered Representative) and started their career in finance in 2019. Jessica has worked at 12 firms and has passed the Series 99TO, SIE and Series 27 exams.

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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 Jessica Kriewald'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

January 4, 2023 - Present

3ICO SECURITIES LLC

Office #1: 101 W. Elm Street Suite 400b, Conshohocken, PA 19428
BD
CRD#: 173648
CONSHOHOCKEN, PA
Current

April 10, 2024 - Present

STRONG CAPITAL MARKETS, LLC

Office #1: 1266 East Main Street, Stamford, CT 06902
BD
CRD#: 314056
Stamford, CT
Current

July 1, 2024 - Present

ETICO PARTNERS, LLC

Office #1: 19 Railroad Pl, Ste 202, Saratoga Springs, NY 12866
BD
CRD#: 122481
Saratoga Springs, NY
Current

August 8, 2024 - Present

TEXTURE CAPITAL, INC.

Office #1: 80 Broad Street 5th Floor, New York, NY, 10004
BD
CRD#: 300853
NEW YORK, NY
Current

August 15, 2024 - Present

ALTERNATIVE EXECUTION GROUP

Office #1: 111 W 41st Street, Bayonne, NJ 07002
BD
CRD#: 167830
Bayonne, NJ
Current

January 13, 2025 - Present

SIGULER GUFF GLOBAL MARKETS, LLC

Office #1: 200 Park Avenue 14th Floor, New York, NY, 10166
BD
CRD#: 159534
NEW YORK, NY
Current

February 7, 2025 - Present

GOURLAY CAPITAL ADVISORS, LLC

Office #1: 25 Eureka Terrace, Stamford, CT 06902
BD
CRD#: 331846
STAMFORD, CT
Current

April 15, 2025 - Present

WINLO MANAGEMENT GROUP, LLC

Office #1: 300 W 6th St Suite 1550, Austin, TX 78701
BD
CRD#: 288383
Austin, TX
Current

April 15, 2025 - Present

STONECREST CAPITAL MARKETS, INC.

Office #1: 300 W. 6th Street Suite 1550, Austin, TX 78701
BD
CRD#: 39616
AUSTIN, TX
Current

June 6, 2025 - Present

VISTA EQUITY PARTNERS CAPITAL MARKETS, LLC

Office #1: 50 Hudson Yards Floor 77, New York, NY 10001
BD
CRD#: 332887
NEW YORK, NY
Past

July 11, 2024 - June 11, 2025

ROW ASSOCIATES, LLC

BD
CRD#: 309073
NASHVILLE, TN
Past

June 14, 2019 - April 1, 2022

EQUITY SERVICES, INC.

BD
CRD#: 265
MONTPELIER, VT

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 99TO
Date: 1/13/2025
Operations Professional Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


VE
VISTA EQUITY PARTNERS CAPITAL MARKETS, LLC
VISTA EQUITY PARTNERS CAPITAL MARKETS, LLC

CRD#: 332887 / SEC#: , 8-71280

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


Main Address
50 Hudson Yards Floor 77, New York, NY 10001
Mailing Address
50 Hudson Yards Floor 77, New York, NY 10001
Phone number
(212) 804-9100
Established
Delaware since 08/05/2024
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
VISTA EQUITY PARTNERS MANAGEMENT, LLCSOLE MEMBER156973
KRIEWALD, JESSICAFINANCIAL AND OPERATIONS PRINCIPAL7052634
MACNEILL, ASHLEY MCO-CHIEF EXECUTIVE OFFICER5778003
ROOMINA, YASAMIN TARACHIEF COMPLIANCE OFFICER6398919
SOFIELD, KEVIN JOSEPHCO-CHIEF EXECUTIVE OFFICER4004331

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


VISTA EQUITY PARTNERS CAPITAL MARKETS, LLC

CRD#: 332887Conshohocken, PA 19428

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