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JF

Jonathan H. Frede

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CRD#: 830352
JF

Professional summary


Being a previously registered professional could mean that this person 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.

Jonathan Harold Frede, who also goes by Jonathan H Frede, was a registered financial professional .

Jonathan is a previously registered financial professional and started their career in finance in 1976. Jonathan had worked at 9 firms and has passed the Series 65, Series 63, Series 3, PC, Series 7, Series 53, Series 8, Series 14, Series 24, Series 4 and Series 12 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jonathan H Frede

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)


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

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


Past

March 19, 2007 - January 2, 2008

MCFADDEN, FARRELL & SMITH, L.P.

BD
CRD#: 26245
NEW YORK, NY
Past

March 29, 2005 - March 5, 2013

W.A. CAPITAL MARKETS

BD
CRD#: 6292
LAS VEGAS, NV
Past

April 29, 2002 - April 11, 2005

RYAN BECK & CO.

BD
CRD#: 3248
FLORHAM PARK, NJ
Past

April 30, 2001 - May 14, 2002

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
NEW YORK, NY
Past

November 28, 1994 - May 1, 2001

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

May 28, 1992 - February 12, 1993

CEDAR STREET SECURITIES CORP.

BD
CRD#: 26600
NEW YORK, NY
Past

April 30, 1991 - December 1, 1994

INTESA SANPAOLO IMI SECURITIES CORP.

BD
CRD#: 19418
NEW YORK, NY
Past

August 1, 1983 - May 22, 1984

STUART, COLEMAN & CO., INC.

BD
CRD#: 8642
Past

December 1, 1976 - April 30, 1991

MABON, NUGENT & CO.

BD
CRD#: 2617

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


State Security Law Exam
IAR
Series 65
Date: 6/28/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
PC
Date: 4/24/1981
AMEX Put and Call Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 5/19/1999
General Securities Sales Supervisor Examination (Options Module & General Module)
Principal/Supervisory Exam
RR
Series 14
Date: 9/25/1989
Compliance Officer Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 12
Date: 9/20/1981
NYSE Branch Manager Examination

Current Firm


MF
MCFADDEN, FARRELL & SMITH, L.P.
MCFADDEN, FARRELL & SMITH, INC. | MCFADDEN, FARRELL & SMITH, L.P.

CRD#: 26245 / SEC#: , 8-42439

BD
Terminated by SEC on 12/25/2007
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 12/01/1994
Firm type
Partnership
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
MCFADDEN, FARRELL & SMITH, INC.GENERAL PARTNER
FREDE, JONATHAN HAROLDCHIEF COMPLIANCE OFFICER830352
STREGOSKY, SIDNEYFINOP2741127

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


MCFADDEN, FARRELL & SMITH, L.P.

CRD#: 26245

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