AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
JW

Jacob Wonsover

Some features on this profile are disabled
CRD#: 722194
JW

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.

Jacob Wonsover was a registered financial professional .

Jacob is a previously registered financial professional and started their career in finance in 1981. Jacob had worked at 10 firms and has passed the Series 63, Series 5 and Series 7 exams.

top-8-questions

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)


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

January 28, 2002 - April 28, 2002

ARJENT LTD.

BD
CRD#: 35909
NEW YORK, NY
Past

March 2, 1999 - December 17, 2001

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
BOCA RATON, FL
Past

February 3, 1996 - October 8, 1996

FINANCIAL SQUARE PARTNERS

BD
CRD#: 1541
NEW YORK, NY
Past

March 1, 1993 - January 24, 1996

RODMAN & RENSHAW INC.

BD
CRD#: 724
CHICAGO, IL
Past

May 1, 1992 - February 24, 1993

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY
Past

May 26, 1989 - May 8, 1992

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

December 21, 1987 - June 23, 1989

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323
Past

June 22, 1983 - January 1, 1988

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Past

April 14, 1982 - June 24, 1983

OBERWEIS SECURITIES, INC.

BD
CRD#: 7739
Past

January 19, 1981 - April 15, 1982

HAMILTON INVESTMENTS, INC.

BD
CRD#: 821

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: 3/11/1981
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 5
Date: 12/12/1981
Interest Rate Options Examination
General Industry/Product Exam

Current Firm


AL
ARJENT LTD.
ARJENT LTD. | VERTICAL CAPITAL PARTNERS, INC. | VC ARJENT LTD. | SECURITY CAPITAL TRADING, INC.

CRD#: 35909 / SEC#: , 8-46922

BD
Terminated by SEC on 04/12/2008
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 11/23/1993
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ARJENT SERVICES LIMITED (UK)OWNER
DAVANZO, GEORGEFINOP/CFO1866674
DEPALO, ROBERT PHILIPCHAIRMAN/CEO/SECY/CORP. DIRECTOR2946313
DIFIORE, MONICA LISACCO2966552
FALLAH, ROBERT BOBAKCO-CHAIRMAN/PRESIDENT/DIRECTOR CORPORATE FINANCE1069032
HEINEMAN, RONALD MARKMANAGING DIRECTOR/CROP/SROP/MUNI PRINCIPAL241924
SCHONWALD, GARY ALANTREASURER/CORPORATE DIRECTOR4478897

Disclosures


Regulatory Event5
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


ARJENT LTD.

CRD#: 35909

TRUST BUT VERIFY

Monitor Jacob Wonsover

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics