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JS

Jacob Severenuk

PREFERRED CAPITAL SECURITIES
ATLANTA, GA 30327
Some features on this profile are disabled
CRD#: 7729824
JS
Jacob SeverenukPREFERRED CAPITAL SECURITIES

Professional summary

Jacob Severenuk is a registered financial professional currently at PREFERRED CAPITAL SECURITIES, LLC located in Atlanta, Georgia.

Jacob is registered as a RR (Registered Representative) and started their career in finance in 2024. Jacob has worked at 3 firms and has passed the Series 63, Series 7TO and SIE exams.

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) - BD

Click below to view Jacob Severenuk's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

July 8, 2026 - Present

PREFERRED CAPITAL SECURITIES, LLC

Office #1: 3290 Northside Parkway, Nw Suite 800, Atlanta, GA 30327Office #2: 3290 Northside Parkway Nw Suite 800, Atlanta, GA 30327
BD
CRD#: 169719
ATLANTA, GA
Past

October 7, 2024 - June 25, 2026

METRIC FINANCIAL, LLC

BD
CRD#: 33324
Alexandria, VA
Past

February 2, 2024 - July 23, 2024

LPL FINANCIAL LLC

BD
CRD#: 6413
BRIDGEWATER, NJ

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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(7/8/2026)
RR
Alaska
(7/8/2026)
RR
Arizona
(7/8/2026)
RR
Arkansas
(7/8/2026)
RR
California
(7/8/2026)
RR
Colorado
(7/8/2026)
RR
Florida
(7/8/2026)
RR
Georgia
(7/8/2026)
RR
Hawaii
(7/8/2026)
RR
Idaho
(7/8/2026)
RR
Illinois
(7/8/2026)
RR
Iowa
(7/8/2026)
RR
Kansas
(7/8/2026)
RR
Minnesota
(7/8/2026)
RR
Montana
(7/8/2026)
RR
Nebraska
(7/8/2026)
RR
Nevada
(7/8/2026)
RR
New Mexico
(7/8/2026)
RR
North Carolina
(7/8/2026)
RR
North Dakota
(7/8/2026)
RR
Ohio
(7/8/2026)
RR
Oklahoma
(7/8/2026)
RR
Oregon
(7/8/2026)
RR
South Dakota
(7/8/2026)
RR
Texas
(7/8/2026)
RR
Utah
(7/8/2026)
RR
Virginia
(7/8/2026)
RR
Washington
(7/8/2026)
RR
West Virginia
(7/8/2026)
RR
Wisconsin
(7/8/2026)
RR
Wyoming
(7/8/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 3/13/2025
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/2/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/28/2023
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

PC
PREFERRED CAPITAL SECURITIES, LLC
PREFERRED CAPITAL SECURITIES, LLC

CRD#: 169719 / SEC#: , 8-69382

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information

Main Address
3290 Northside Parkway, Nw Suite 800, Atlanta, GA 30327
Mailing Address
3290 Northside Parkway, Nw Suite 800, Atlanta, GA 30327
Phone number
(855) 330-6594
Established
Georgia since 09/17/2013
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
BADGER CREEK HOLDINGS, LLCSOLE OWNER
BEATON, DANIEL STEWARTFINOP4240769
GRABER, ERIC RYANPRESIDENT4576496
MCLEAN, CLAIRE ETHRIDGECHIEF OPERATIONS OFFICER7810116
SMALL, ORIT HEATHERCHIEF COMPLIANCE OFFICER2786459
SMITH, JEFFERY ALLENCHIEF EXECUTIVE OFFICER4039773

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

PREFERRED CAPITAL SECURITIES, LLC

CRD#: 169719Atlanta, GA 30327

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