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Brendan Jeremiah Shanahan

J.v.b. Financial Group, LLC

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About Brendan Jeremiah Shanahan

Brendan Jeremiah Shanahan is a financial advisor who is currently registered with J.v.b. Financial Group, LLC in Boca Raton, Florida. Brendan has been in the securities industry since 1993 and has worked with a number of firms, including Pierpont Securities LLC, Cortview Capital Securities LLC, BMO Capital Markets Corp., SunTrust Robinson Humphrey, Inc., Wachovia Capital Markets, LLC, Wachovia Securities, LLC, Prudential Securities Incorporated, Smith Barney Inc., and Salomon Brothers Inc. Brendan holds Series 3, 7, 24, 63 and SIE licenses and is registered in Florida and New York.

Firm Information

Brendan Shanahan is currently registered with J.v.b. Financial Group, LLC. J.v.b. Financial Group, LLC is a Limited Liability Company that was formed on December 5, 2008. The firm is registered in 53 states and with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

47

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Brendan Shanahan’s Registration & Firm History

FL

01/31/2014 - Present

J.v.b. Financial Group, LLC (BOCA RATON FL)

FL

11/18/2013 - 01/31/2014

JVB FINANCIAL GROUP, LLC (BOCA RATON FL)

CT

03/01/2013 - 09/26/2013

PIERPONT SECURITIES LLC (STAMFORD CT)

TN

06/25/2012 - 03/07/2013

CORTVIEW CAPITAL SECURITIES LLC (MEMPHIS TN)

IL

12/07/2010 - 06/27/2012

BMO CAPITAL MARKETS CORP. (CHICAGO IL)

GA

01/23/2008 - 09/28/2010

SUNTRUST ROBINSON HUMPHREY, INC. (ATLANTA GA)

NY

01/05/2004 - 11/19/2007

WACHOVIA CAPITAL MARKETS, LLC (NEW YORK NY)

MO

07/01/2003 - 02/26/2004

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

NY

04/22/1998 - 07/01/2003

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NY

11/28/1997 - 04/23/1998

SMITH BARNEY INC. (NEW YORK NY)

NY

08/21/1992 - 04/23/1998

SALOMON BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/06/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/17/2003

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/21/1992

Series 3 - National Commodity Futures Examination

BC

Issued 08/19/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are 2 public disclosures for Brendan Jeremiah Shanahan. Review regulatory record here.
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