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JC

Jessica C. Cevallos

INVESTIFI SECURITIES
ST PETERSBURG, FL 33701
Some features on this profile are disabled
CRD#: 8063856
JC
Jessica C CevallosINVESTIFI SECURITIES

Professional summary

Jessica C Cevallos, who also goes by Jessica Cevallos, Jessica L Cueto, Jessica L VIllalobos, is a registered financial professional currently at INVESTIFI SECURITIES LLC located in St Petersburg, Florida.

Jessica is registered as a RR (Registered Representative) and started their career in finance in 2025. Jessica has worked at 1 firm and has passed the Series 66, Series 7TO and SIE exams.

Aliases

Jessica Cevallos | Jessica L Cueto | Jessica L Villalobos

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 Jessica C Cevallos'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

June 26, 2025 - Present

INVESTIFI SECURITIES LLC

Office #1: 136 4th Street North Suite 201, St Petersburg, FL 33701
BD
CRD#: 289604
ST PETERSBURG, 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
Colorado
(6/26/2025)
RR
District of Columbia
(6/26/2025)
RR
Florida
(6/26/2025)
RR
Louisiana
(6/26/2025)
RR
Maryland
(6/26/2025)
RR
Puerto Rico
(6/26/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/22/2025
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/25/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/30/2025
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

IS
INVESTIFI SECURITIES LLC
CDS1 SECURITIES LLC | TOKEN FOUNDRY SECURITIES LLC | KOMODO SECURITIES LLC | INVESTIFI SECURITIES LLC | CONSENSYS DIGITAL SECURITIES LLC

CRD#: 289604 / SEC#: , 8-70002

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

Main Address
136 4th Street North Suite 201, St Petersburg, FL 33701
Mailing Address
136 4th Street North Suite 201, St Petersburg, FL 33701
Phone number
(888) 255-2740
Established
New York since 07/13/2017
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
U+1FA99 LLCSOLE MEMBER
COLLIER, DEANNA MARIE-CANTRELLCEO / CCO3025488
PINKSTON, CRAIG WYLIESR DIRECTOR COMPLIANCE & RISK MANAGEMENT2886020
STEPHENSON, PETER MARSHALLSR DIRECTOR CENTRALIZED SUPERVISION2869542
WAGSTAFF, CONNER FREDFINOP1427591

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

INVESTIFI SECURITIES LLC

CRD#: 289604St Petersburg, FL 33701

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