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JJ

Jill E. Jaysen

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CRD#: 721075
JJ

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.

Jill Ellen Jaysen, who also goes by Jacoby Jacobowitz, Jill Ellen Jacobowitz, Jill Ellen Stoyeck, was a registered financial professional .

Jill is a previously registered financial professional and started their career in finance in 1981. Jill had worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jacoby Jacobowitz | Jill Ellen Jacobowitz | Jill Ellen Stoyeck

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

July 28, 1999 - July 6, 2020

TITUS ROCKEFELLER, LLC

BD
CRD#: 43608
WESTPORT, CT
Past

June 11, 1996 - September 3, 1997

PARKER BROMLEY LTD.

BD
CRD#: 39674
GARDEN CITY, NY
Past

March 11, 1991 - July 10, 1995

BLUESTONE CAPITAL CORP.

BD
CRD#: 13516
NEW YORK, NY
Past

September 24, 1984 - February 23, 1989

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

November 12, 1981 - October 1, 1984

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79

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
Series 63
Date: 10/15/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


TR
TITUS ROCKEFELLER, LLC
ROCKEFELLER CAPITAL PARTNERS, LLC | TR CAPITAL GROUP, LLC | TITUS ROCKEFELLER, LLC

CRD#: 43608 / SEC#: , 8-50333

BD
Cancelled by SEC on 06/14/2022
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Contact information


Main Address
Mailing Address
Phone number
Established
Connecticut since 07/01/1997
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
STOYECK, RICHARD CHRISTOPHERCCO, AMLCO, MANAGING DIRECTOR, GSP, MEMBER, MSRB PRINCIPAL, FINOP (07/2011)842122
STOYECK, KATHRYN EMILYSHAREHOLDER7058090

Disclosures


Regulatory Event4
Arbitration1

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


TITUS ROCKEFELLER, LLC

CRD#: 43608

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