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JM

Jesus A. Molina

IDB CAPITAL
NEW YORK, NY 10036
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CRD#: 7202186
JM
Jesus Alverto MolinaIDB CAPITAL

Professional summary


Jesus Alverto Molina, who also goes by Jesus Molina, is a registered financial professional currently at IDB CAPITAL CORP. located in New York, New York.

Jesus is registered as a RR (Registered Representative) and started their career in finance in 2020. Jesus has worked at 3 firms and has passed the Series 63, Series 6TO and SIE exams.

Aliases


Jesus Molina

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 Jesus Alverto Molina's CRS (Customer Relationship Summary).
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

May 5, 2025 - Present

IDB CAPITAL CORP.

Office #1: 1114 Avenue Of The Americas, New York, NY 10036
BD
CRD#: 106032
NEW YORK, NY
Past

September 9, 2022 - April 14, 2025

CITIZENS SECURITIES, INC.

BD
CRD#: 39550
NEW ROCHELLE, NY
Past

February 11, 2020 - September 2, 2022

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
BRONX, 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
(5/5/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 1/23/2020
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 2/11/2020
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


IC
IDB CAPITAL CORP.
ALEXANDRA & JAMES CO. | IDB CAPITAL CORP. | IDB ASSET MANAGEMENT, A DIVISION OF IDB CAPITAL CORP. | ALEXANDRA & JAMES CO.

CRD#: 106032 / SEC#: , 8-53000

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


Main Address
1114 Avenue Of The Americas, New York, NY 10036
Mailing Address
1114 Avenue Of The Americas, New York, NY 10036
Phone number
(212) 551-8800
Established
New York since 09/11/2000
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (29 States and Territories)


Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
ISRAEL DISCOUNT BANK OF NEW YORKSOLE SHAREHOLDER
CASE, LESLIE KATHRYNSECRETARY6058280
CLANCY, PATRICIA ANNECHIEF OPERATING OFFICER, PRINCIPAL OPERATIONS OFFICER2753700
FRAHER, NANCY ANNDIRECTOR6132794
GRANT, EDMOND FDIRECTOR4058518
KIM, EDWARD SANGFINANCIAL AND OPERATIONS PRINCIPAL, PRINCIPAL FINANCIAL OFFICER6702617
POLSHIKOV, ALEX ROSSPRESIDENT, CHIEF EXECUTIVE OFFICER, AND INTERIM CHAIRMAN OF THE BOARD5118208
ROBERTS, DANIEL GDIRECTOR6986015
TREBLE, TIMOTHYCHIEF COMPLIANCE OFFICER AND DIRECTOR1699773

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


IDB CAPITAL CORP.

CRD#: 106032New York, NY 10036

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