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JT

John M. Tekeser

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CRD#: 834931
JT

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.

John Michael Tekeser JR, who also goes by John M Tekeser Jr, was a registered financial advisor .

John is a previously registered financial advisor and started their career in finance in 1977. John had worked at 13 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


John M Tekeser Jr

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

January 20, 2015 - October 4, 2017

INFINITY FINANCIAL SERVICES

BD
CRD#: 144302
St. Louis, MO
Past

November 3, 2008 - November 20, 2014

STIFEL INDEPENDENT ADVISORS, LLC

RIA
CRD#: 28218
ST. LOUIS, MO
Past

November 3, 2008 - November 20, 2014

STIFEL INDEPENDENT ADVISORS, LLC

BD
CRD#: 28218
ST. LOUIS, MO
Past

April 5, 2000 - November 18, 2008

OAKBRIDGE FINANCIAL SERVICES

RIA
CRD#: 16323
KIRKWOOD, MO
Past

September 22, 1999 - November 18, 2008

OAKBRIDGE FINANCIAL SERVICES

BD
CRD#: 16323
KIRKWOOD, MO
Past

June 4, 1997 - September 21, 1999

JOHNSON RESEARCH & CAPITAL INCORPORATED

BD
CRD#: 4343
ST. LOUIS, MO
Past

June 18, 1993 - April 29, 1997

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

July 17, 1992 - June 22, 1993

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD
CRD#: 793
ST. LOUIS, MO
Past

March 6, 1992 - July 23, 1992

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY
Past

February 1, 1990 - March 11, 1992

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

December 7, 1989 - January 17, 1990

FINNET SECURITIES, INC.

BD
CRD#: 17960
Past

July 18, 1989 - November 29, 1989

BAGLEY SECURITIES, INC.

BD
CRD#: 8643
Past

March 15, 1983 - July 15, 1985

NEW ENGLAND SECURITIES

BD
CRD#: 615
Past

March 17, 1977 - October 1, 1982

THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK

BD
CRD#: 2873
Past

March 17, 1977 - October 1, 1982

MONY SECURITIES CORPORATION

BD
CRD#: 4386

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: 7/21/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 3/12/1977
Registered Representative Examination

Current Firm


IF
INFINITY FINANCIAL SERVICES
INFINITY FINANCIAL SERVICES | MAR VISTA INSURANCE AGENCY DBA INFINITY FINANCIAL SERVICES | INFINITY SECURITIES, INC. | INFINITY FINANVIAL SERVICES

CRD#: 144302 / SEC#: , 8-67647

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


Main Address
212 9th Street Suite 202, Oakland, CA 94607
Mailing Address
212 9th Street Suite 202, Oakland, CA 94607
Phone number
(510) 588-8000
Established
California since 01/17/2007
Firm type
Corporation
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (48 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
GILBERT, GREGORY BURTONPRESIDENT, CHIEF COMPLIANCE OFFICER, SROP/CROP, MUNICIPAL PRINCIPAL3119457
PALICA, ANETA MARTAFINOP7948716

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


INFINITY FINANCIAL SERVICES

CRD#: 144302

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