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DJ

Denis P. Jamison

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CRD#: 724299
DJ

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.

Denis Peter Jamison was a registered financial professional .

Denis is a previously registered financial professional and started their career in finance in 1981. Denis had worked at 5 firms and has passed the Series 65, Series 7 and Series 24 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

June 15, 2010 - December 31, 2012

JAMISON & MCCARTHY INVESTMENT ADVISORS, LLC

RIA
CRD#: 152096
RIVER VALE, NJ
Past

September 26, 2003 - September 30, 2009

ING INVESTMENT MANAGEMENT SERVICES LLC

BD
CRD#: 21644
NEW YORK, NY
Past

November 27, 2001 - September 22, 2003

VOYA INVESTMENTS DISTRIBUTOR, LLC

BD
CRD#: 37886
WINDSOR, CT
Past

July 8, 1982 - November 9, 2001

LEXINGTON FUNDS DISTRIBUTOR, INC.

BD
CRD#: 8194
SCOTTSDALE, AZ
Past

February 23, 1981 - June 30, 1981

EULAV SECURITIES, INC.

BD
CRD#: 848

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
IAR
Series 65
Date: 2/8/2010
Uniform Investment Adviser Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


J&
JAMISON & MCCARTHY INVESTMENT ADVISORS, LLC
JAMISON & MCCARTHY INVESTMENT ADVISORS, LLC

CRD#: 152096 / SEC#: 801-71507

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Contact information


Main Address
River Vale, NJ
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


JAMISON & MCCARTHY INVESTMENT ADVISORS, LLC

CRD#: 152096

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