Jeffery P. Barrett
Professional summary
Jeffery Paul Barrett is a registered financial professional currently at BANCROFT CAPITAL, LLC located in Fort Washington, Pennsylvania.
Jeffery is registered as a RR (Registered Representative) and started their career in finance in 2019. Jeffery has worked at 1 firm and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jeffery Paul Barrett's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 4, 2019 - Present
BANCROFT CAPITAL, LLC
Office #1: 501 Office Center Drive Suite 130, Fort Washington, PA 19034State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/6/2022)
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(9/6/2022)
(9/6/2022)
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(6/24/2019)
(9/6/2022)
(9/6/2022)
Exams
Series 7TO
Date: 6/4/2019
General Securities Representative ExaminationFINRA
NYSE American LLC
Nasdaq Stock Market
New York Stock Exchange
Current Firm
BANCROFT CAPITAL, LLC
CRD#: 290665 / SEC#: , 8-70035
Contact information
FINRA licenses (34 States and Territories)
Red Flags
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