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JB

Jacob Beachy

VCS VENTURE SECURITIES
New York, NY 10006-3201
Some features on this profile are disabled
CRD#: 8032795
JB

Professional summary

Jacob Beachy is a registered financial professional currently at VCS VENTURE SECURITIES located in New York, New York.

Jacob is registered as a RR (Registered Representative) and started their career in finance in 2025. Jacob has worked at 3 firms and has passed the Series 66, Series 7TO, SIE and Series 24 exams.

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) - BD

Click below to view Jacob Beachy'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

January 8, 2026 - Present

VCS VENTURE SECURITIES

Office #1: 29 Broadway Suite 1502, New York, NY 10006-3201
BD
CRD#: 127921
New York, NY
Past

August 8, 2025 - January 9, 2026

ATLANTIC FAMILY WEALTH, LLC

RIA
CRD#: 171062
CORAL GABLES, FL
Past

May 6, 2025 - November 21, 2025

LPL FINANCIAL LLC

BD
CRD#: 6413
CORAL GABLES, FL

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
Florida
(1/8/2026)
RR
Massachusetts
(1/29/2026)
RR
Michigan
(1/29/2026)
RR
Missouri
(2/6/2026)
RR
New York
(1/8/2026)
RR
Oregon
(2/6/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/25/2025
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/6/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/26/2025
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/4/2026
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

VV
VCS VENTURE SECURITIES
D R F BUSINESS AND FINANCIAL SERVICES, LLC | VCS VENTURE SECURITIES | PRIMARY CAPITAL, LLC

CRD#: 127921 / SEC#: , 8-66069

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
PREMIUM
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
29 Broadway Suite 1502, New York, NY 10006-3201
Mailing Address
29 Broadway Suite 1502, New York, NY 10006-3221
Phone number
(212) 404-7696
Established
Delaware since 11/16/2000
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
LEO CAPITAL MARKETS, LLCDIRECT OWNER
NEW AGE CAPITAL MANAGEMENT, LLCDIRECT OWNER
MOOD, TRAVIS ANTON MORSEREGISTERED OPTIONS PRINCIPAL4745001
NIXON, JON ALANFINOP4710715
STALANSKI, JOHN WALTERAMLCO2922709
STALANSKI, JOHN WALTERCHIEF OPERATING OFFICER2922709
STALANSKI, JOHN WALTERCHIEF COMPLIANCE OFFICER2922709

Disclosures

Regulatory Event3

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

VCS VENTURE SECURITIES

CRD#: 127921New York, NY 10006-3201

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