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JB

Jessica M. Bonacci

NAVIAN CAPITAL SECURITIES
New York, NY 10036
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CRD#: 7154280
JB

Professional summary


Jessica Marie Bonacci, who also goes by Jessica Bonacci, is a registered financial professional currently at NAVIAN CAPITAL SECURITIES LLC located in New York, New York and LFT SECURITIES, LLC located in New York, New York.

Jessica is registered as a RR (Registered Representative) and started their career in finance in 2019. Jessica has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jessica Bonacci

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 Marie Bonacci'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 19, 2021 - Present

NAVIAN CAPITAL SECURITIES LLC

Office #1: 19 West 44th Street Suite 1000, New York, NY 10036
BD
CRD#: 145037
New York, NY
Current

November 1, 2021 - Present

LFT SECURITIES, LLC

Office #1: 19 West 44th Street Suite 1000, New York, NY 10036
BD
CRD#: 290210
New York, NY
Past

July 6, 2020 - January 12, 2021

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
NEW YORK, NY
Past

October 30, 2019 - January 12, 2021

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New York
(1/19/2021)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 12/4/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/30/2019
General Securities Representative Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


LS
LFT SECURITIES, LLC
ADVANCED TRADING & LINKED ASSET STRATEGIES, LLC | LFT SECURITIES, LLC

CRD#: 290210 / SEC#: , 8-70015

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


Main Address
425 Walnut Street Suite 2500, Cincinnati, OH 45202-3931
Mailing Address
425 Walnut Street Suite 2500, Cincinnati, OH 45202-3931
Phone number
(844) 844-5862
Established
Delaware since 06/20/2017
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (4 States and Territories)


Documents


Direct owners and executive officers


NamePositionCRD#
LUMA FINANCIAL TECHNOLOGIES, LLCOWNER, SOLE MEMBER
BONACCI, TIMOTHY JOHNPRESIDENT & CEO4194271
JENKINS, ROBERT PATRICKCHIEF FINANCIAL OFFICER6030790
POGAN, DONALDCOO & POO5611677
RUSSELL, SARAH DETLINGPRINCIPAL FINANCIAL OFFICER & FINOP6727189
STACHE, PAUL GERARDCHIEF COMPLIANCE OFFICER1170097

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


LFT SECURITIES, LLC

CRD#: 290210New York, NY 10036

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