JK
Jonas G. Kelletshofer
DZ FINANCIAL MARKETS LLC
New York, NY 10017
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CRD#: 7951812
JK
Professional summary
Jonas Gregor Kelletshofer is a registered financial professional currently at DZ FINANCIAL MARKETS LLC located in New York, New York.
Jonas is registered as a RR (Registered Representative) and started their career in finance in 2024. Jonas has worked at 1 firm and has passed the Series 27 exam.
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.
CRS (Client Relationship Summary) - BD
Click below to view Jonas Gregor Kelletshofer's 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®
NoneExperience
Current
July 16, 2024 - Present
DZ FINANCIAL MARKETS LLC
Office #1: One Vanderbilt 49th Floor, New York, NY 10017BD
CRD#: 47098
New York, NY
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
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
DF
DZ FINANCIAL MARKETS LLC
DG FINANCIAL MARKETS LLC | DZ FINANCIAL MARKETS LLC
CRD#: 47098 / SEC#: , 8-51687
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information
Main Address
One Vanderbilt 49th Floor, New York, NY 10017
Mailing Address
One Vanderbilt 49th Floor, New York, NY 10017
Phone number
(212) 745-1600
Established
Delaware since 10/05/1998
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (1 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| DZ BANK AG DEUTSCHE ZENTRAL-GENOSSENSCHAFTSBANK FRANKFURT AM MAIN (DZ BANK AG) | SHAREHOLDER | |
| ENGLERT, CHRISTIAN | DIRECTOR - BOARD MEMBER | 7938811 |
| KATTAN, EMILE | CHIEF COMPLIANCE OFFICER | 5080805 |
| KWAN, SAUPING | FINOP | 2314707 |
| MCCANN, NORAH ELIZABETH MS | DIRECTOR | 5081651 |
| ORTOLF, HELMUT PIUS | DIRECTOR - BOARD MEMBER | |
| SUMMERER, GERHARD JR | PRESIDENT | 2662173 |
Red Flags
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