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JF

Jameson Patrick Fitzgerald

CANTOR FITZGERALD & CO.
DALLAS, TX
·CRD# 7379961·5 years experience

Professional Summary

Jameson Patrick Fitzgerald is a registered financial advisor currently at CANTOR FITZGERALD & CO. located in Dallas, Texas. Jameson is registered as a RR (Registered Representative) and started their career in finance in 2023. Jameson has worked at 2 firms and has passed the Series 63, Series 79TO and SIE exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

5 years in the financial services industry

Current & Past Employments

CANTOR FITZGERALD & CO.·CRD# 134
BD
100 Crescent Court Suite 1150, Dallas, TX 75201
August 25, 2025 - Present
DELOITTE CORPORATE FINANCE LLC·CRD# 111747
BD
Chicago, IL
August 14, 2023 - October 29, 2024

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Current Firm

CANTOR FITZGERALD & CO.
CANTOR FITZGERALD & CO.

CANTOR DIRECT A DIVISION OF CANTOR FITZGERALD & CO. | CANTOR, FITZGERALD & CO., INC. | CANTOR FITZGERALD & CO.

CRD#: 134 / SEC#: 8-201
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)

Contact Information

Main Address

110 East 59th Street 4th Floor, New York, NY, 10022

Mailing Address

110 East 59th Street 4th Floor, New York, NY, 10022

Phone Number

(212) 938-5000

Established

New York since 09/25/1992

Firm Type

Partnership

Fiscal Year End

December

Firm Size

Large

FINRA licenses (52 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
CFS CF & CO I HOLDINGS, L.P.MANAGING GENERAL PARTNER—
ANZALONE, THOMAS JOSEPHCHIEF OPERATIONS OFFICER/PRINCIPAL OPERATIONS OFFICER1161513
BANDELIER, PASCAL DANIELCO-CHIEF EXECUTIVE OFFICER/GLOBAL HEAD OF EQUITIES4424051
CFLP CF&CO I HOLDINGS, L.P.LIMITED PARTNER—
KELLY, SAGE NOLANCO-CHIEF EXECUTIVE OFFICER /GLOBAL HEAD OF INVESTMENT BANKING2528122
MERKEL, STEPHEN MARCUSEXECUTIVE MANAGING DIRECTOR, CHIEF LEGAL OFFICER, GENERAL COUNSEL & SECRETARY2366318
SALINAS, DANNYCHIEF FINANCIAL OFFICER6184109
SHIELDS, WILLIAM MICHAELCHIEF COMPLIANCE OFFICER2380166
WALL, CHRISTIAN DOUGLASCO-CHIEF EXECUTIVE OFFICER/GLOBAL HEAD OF FIXED INCOME2751397

Disclosures

Regulatory Event

97

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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.

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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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Texas
(8/25/2025)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Apr 2023About the Series 63 exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Aug 2023About the Series 79TO exam

SIE — Securities Industry Essentials Examination

Passed Jul 2021About the SIE exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Jameson Patrick Fitzgerald's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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