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JN

J. Cary Nielsen

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CRD#: 712717
JN

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.

J. Cary Nielsen, who also goes by J C Nielsen ^^^, James C Nielsen ^^^, James Cary Nielsen ^^^, James Cary Nielsen, James^james^^j Cary Nielsen ^^^, was a registered financial professional .

J. Cary is a previously registered financial professional and started their career in finance in 1983. J. Cary had worked at 4 firms and has passed the Series 66, Series 7 and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


J C Nielsen ^^^ | James C Nielsen ^^^ | James Cary Nielsen ^^^ | James Cary Nielsen | James^james^^j Cary Nielsen ^^^

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

November 13, 2013 - January 23, 2014

FMN CAPITAL CORPORATION

BD
CRD#: 38105
MISSION VIEJO, CA
Past

February 3, 2011 - July 17, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
LAGUNA NIGUEL, CA
Past

January 7, 2011 - July 17, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
LAGUNA NIGUEL, CA
Past

June 22, 1984 - July 12, 1984

TITAN/VALUE EQUITIES GROUP, INC.

BD
CRD#: 6359
Past

June 8, 1983 - October 5, 1984

USLIFE EQUITY SALES CORP.

BD
CRD#: 7962

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


State Security Law Exam
RR
IAR
Series 66
Date: 1/28/2011
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 7/12/1980
Registered Representative Examination

Current Firm


FC
FMN CAPITAL CORPORATION
FMN CAPITAL CORPORATION | FMN SECURITIES CORPORATION

CRD#: 38105 / SEC#: , 8-48082

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information


Main Address
26041 Acero, Mission Viejo, CA 92691
Mailing Address
26041 Acero, Mission Viejo, CA 92691
Phone number
(949) 455-0300
Established
California since 01/31/1995
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
JEFFREY G. MERWIN IRREVOCABLE TRUST DATED 12.29.2021OWNER
MATTHEW M. MERWIN IRREVOCABLE TRUST DATED 12.28.2021OWNER
JOHN J. MERWIN IRREVOCABLE TRUST DATED 12.28.2021OWNER
MERWIN, JOHN JTRUSTEE6249352
MERWIN, MATTHEW SCOTTFOUNDER/OWNER1142898
MERWIN, JEFFREY GEORGECHIEF COMPLIANCE OFFICER/TRUSTEE5165996
MERWIN, MATTHEW MICHAELFINOP, PFO, POO/TRUSTEE5930281
TICKEL, GARY ARNOLDALTERNATE FINOP1100279

Disclosures


Regulatory Event1

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


FMN CAPITAL CORPORATION

CRD#: 38105

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