Jacob Connelly
Professional summary
Jacob Connelly, who also goes by Jake Connelly, is a registered financial professional currently at KINGSWOOD CAPITAL PARTNERS, LLC located in Miami, Florida.
Jacob is registered as a RR (Registered Representative) and started their career in finance in 2025. Jacob has worked at 1 firm and has passed the Series 63, Series 79TO and SIE exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jacob Connelly's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 21, 2025 - Present
KINGSWOOD CAPITAL PARTNERS, LLC
Office #1: 1111 Brickell Ave Ste 1820, Miami, FL 33131State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/21/2025)
(8/21/2025)
Exams
Series 79TO
Date: 8/21/2025
Investment Banking Registered Representative ExaminationFINRA
Current Firm
KINGSWOOD CAPITAL PARTNERS, LLC
CRD#: 288898 / SEC#: , 8-69967
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| KINGSWOOD US, LLC | MEMBER | |
| ALSORAIMI, MOHAMED | CCO | 5319490 |
| GOLDEN, JAIME GALIONE | PRESIDENT - BUSINESS DEVELOPMENT AND ACQUISITIONS | 2946822 |
| NESSIM, MICHAEL HASKEL | CEO | 2573543 |
| PITKOFF, DAVID JONATHAN | CFO | 2822280 |
| RAYEVSKIY, VALERIY P | COO | 5788810 |
| ROMERO, MONIQUE VICTORIA | FINOP | 6712654 |
| WILDER, JEREMY MATHEW | CHIEF LEGAL OFFICER | 7080690 |
Disclosures
| Regulatory Event | 1 |
Red Flags
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