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JW

Jacob M. Willis

INFINITY CAPITAL SECURITIES
Oklahoma City, OK 73103
Some features on this profile are disabled
CRD#: 7187329
JW

Professional summary

Jacob Matthew Willis is a registered financial professional currently at INFINITY CAPITAL SECURITIES, LLC located in Oklahoma City, Oklahoma.

Jacob is registered as a RR (Registered Representative) and started their career in finance in 2020. Jacob has worked at 1 firm and has passed the Series 63, Series 79TO and SIE exams.

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 Jacob Matthew Willis'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

March 17, 2020 - Present

INFINITY CAPITAL SECURITIES, LLC

Office #1: 201 Nw 10th Street Suite 200, Oklahoma City, OK 73103
BD
CRD#: 296886
Oklahoma City, OK

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
Oklahoma
(3/17/2020)

Exams

State Security Law Exam
RR
Series 63
Date: 12/19/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 3/17/2020
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/4/2020
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

IC
INFINITY CAPITAL SECURITIES, LLC
INFINITY CAPITAL SECURITIES, LLC

CRD#: 296886 / SEC#: , 8-70115

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

Main Address
201 Nw 10th Street Suite 200, Oklahoma City, OK 73103
Mailing Address
201 Nw 10th Street Suite 200, Oklahoma City, OK 73103
Phone number
(405) 400-8977
Established
Oklahoma since 04/06/2018
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
INFINITY CAPITAL, LLCHOLDING COMPANY
LEE, CHRISTOPHER JMANAGING MEMBER, CCO, EXECUTIVE REP, CFO, FINOP6310635
VAHLBERG, BRYAN WILLIAMMANAGING MEMBER6829746

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

INFINITY CAPITAL SECURITIES, LLC

CRD#: 296886Oklahoma City, OK 73103

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