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RJ

Rolf N. Jaegersen

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CRD#: 733576
RJ

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.

Rolf Nils Erik Jaegersen, who also goes by Rolf Nilseric Jaegersen, Rolf Nilserik Jaegersen, was a registered financial professional .

Rolf is a previously registered financial professional and started their career in finance in 1981. Rolf had worked at 6 firms and has passed the SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Rolf Nilseric Jaegersen | Rolf Nilserik Jaegersen

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

March 27, 2003 - July 14, 2017

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BD
CRD#: 15708
ROCKY RIVER, OH
Past

January 30, 2003 - March 28, 2003

FSC SECURITIES CORPORATION

RIA
CRD#: 7461
FAIRVIEW PARK, OH
Past

February 20, 2002 - March 28, 2003

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ATLANTA, GA
Past

October 14, 1991 - February 21, 2002

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BD
CRD#: 15708
BIRMINGHAM, AL
Past

June 16, 1988 - October 29, 1991

MARINER FINANCIAL SERVICES, INC.

BD
CRD#: 8292
LARGO, FL
Past

January 19, 1987 - February 10, 1987

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

January 9, 1986 - June 20, 1988

EQUITY SERVICES, INC.

BD
CRD#: 265
MONTPELIER, VT
Past

June 24, 1981 - January 21, 1986

1717 CAPITAL MANAGEMENT COMPANY

BD
CRD#: 4082

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


General Industry/Product Exam
RR
SIE
Date: 7/14/2017
Securities Industry Essentials Examination
General Industry/Product Exam

Current Firm


CF
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CONCOURSE FINANCIAL GROUP ADVISORS | PROTECTIVE EQUITY SERVICES, INC. | PROEQUITIES, INC. | PROEQUITIES INC | INVESTMENT ADVISORS | CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708 / SEC#: 801-56010, 8-32590

BD
Terminated by SEC on 08/24/2025
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Contact information


Main Address
2801 Highway 280 South, Birmingham, AL 35223
Mailing Address
P.o. Box 518, Birmingham, AL 35201-0518
Phone number
(800) 288-3035
Established
Alabama since 07/11/1984
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
885

FINRA licenses (2 States and Territories)


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

Documents


Latest Form ADV

Part 2 Brochures

CONCOURSE FINANCIAL GROUP SECURITIES ADV PART 2 BROCHURE 2024 (3/26/2024)

Direct owners and executive officers


NamePositionCRD#
PROTECTIVE LIFE CORPORATIONPARENT
MCCRELESS, KEVIN LUCIUSCHIEF COMPLIANCE OFFICER5180100

Regulatory assets under management


Total Number of Accounts20,957
AUM (Assets Under Management)$ 4,373,015,542

Disclosures


Regulatory Event64
Arbitration5

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


CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

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