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Patricia Ann Jamison

CRD# 826672·Registered 1976 - 2018
Previously Registered: Being a previously registered professional could mean that Patricia is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Patricia Ann Jamison, who also goes by Pat Jamison, Patricia Ann Jamison, Patricia Jamison Telowitz, was a registered financial advisor. Patricia was a previously registered financial professional and started their career in finance 1976 - 2018. Patricia had worked at 8 firms and has passed the Series 63, SIE, Series 7, Series 27 and Series 24 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Pat Jamison, Patricia Ann Jamison, Patricia Jamison Telowitz

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

50 years in the financial services industry

Current & Past Employments

STONEX FINANCIAL INC.·CRD# 45993
BD
Birmingham, AL
October 18, 2017 - March 20, 2018
INTL CUSTODY & CLEARING SOLUTIONS INC.·CRD# 23952
BD
Birmingham, AL
September 25, 2013 - March 20, 2018
FIRST CLEARING, LLC·CRD# 17344
BD
St. Louis, MO
April 18, 2005 - January 2, 2013
WEXFORD CLEARING SERVICES, LLC·CRD# 39310
BD
New York, NY
July 1, 2003 - April 18, 2005
WEXFORD CLEARING SERVICES, LLC·CRD# 39310
BD
New York, NY
November 15, 1995 - March 31, 2005
PRUDENTIAL EQUITY GROUP, LLC·CRD# 7471
BD
New York, NY
October 28, 1982 - December 6, 1995
STUART, COLEMAN & CO., INC.·CRD# 8642
BD
September 28, 1982 - October 8, 1982
VERRILLI ALTSCHULER SCHWARTZ INC.·CRD# 7203
BD
March 3, 1982 - March 8, 1983
E. F. HUTTON & COMPANY INC·CRD# 235
BD
September 1, 1976 - May 14, 1982

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Current Firm

SF
STONEX FINANCIAL INC.

INTERNATIONAL TRADER ASSOCIATION, INC. | STONEX FINANCIAL INC. | STONEX | INTLTRADER.COM, INC. | INTL TRADING, INC. | INTL FCSTONE SECURITIES INC. | INTL FCSTONE FINANCIAL INC.

CRD#: 45993 / SEC#: 8-51269
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)

Contact Information

Main Address

329 Park Avenue North Suite 350, Winter Park, FL 32789

Mailing Address

329 Park Avenue North Suite 350, Winter Park, FL 32789

Phone Number

(407) 741-5300

Established

Florida since 05/29/1998

Firm Type

Corporation

Fiscal Year End

September

Firm Size

Large

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
STONEX GROUP INC.OWNER—
DAVISON, STUART ANDREWDIRECTOR; CHIEF OPERATING OFFICER7824576
DICIOLLO, ANTHONY JOSEPHDIRECTOR, CHIEF EXECUTIVE OFFICER, CHAIRMAN OF THE BOARD4976402
DUNAWAY, WILLIAM JOHNDIRECTOR, CHIEF FINANCIAL OFFICER6505923
LYON, CHARLES MARTINDIRECTOR, PRESIDENT4000852
MAURER, MARK LDIRECTOR, CHIEF RISK OFFICER4234406
PORZIO, JOSEPH JOHNFINOP, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER1319702
SHEA, KEVINSECRETARY8263627
SMITH, PHILIP ANDREWDIRECTOR4999097
SZEKELY, GIGI KLARACHIEF COMPLIANCE OFFICER - BD DIVISION2530826

Disclosures

Regulatory Event

76

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 1980About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Mar 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Aug 1976About the Series 7 exam

Series 27 — Financial and Operations Principal Examination

Passed Dec 1995About the Series 27 exam

Series 24 — General Securities Principal Examination

Passed Oct 1995About the Series 24 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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