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Brian Vincent Cooney

J.v.b. Financial Group, LLC

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About Brian Vincent Cooney

Brian Vincent Cooney is a financial advisor with over 25 years of experience in the financial services industry. Brian is currently registered with J.v.b. Financial Group, LLC and is located in Boca Raton, FL. Brian has held previous positions with BNY Mellon Capital Markets, LLC, Pershing LLC, Pershing Trading Company, L.P., Oppenheimer & Co., Inc., M. J. Whitman, Inc., and Tucker Anthony Incorporated. Brian is a licensed Series 7, Series 24, and Series 63 representative.

Firm Information

Brian Cooney 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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Brian Cooney’s Registration & Firm History

FL

06/08/2015 - Present

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

FL

03/30/2012 - 11/07/2014

BNY MELLON CAPITAL MARKETS, LLC (BOCA RATON FL)

FL

09/09/2005 - 04/03/2012

PERSHING LLC (BOCA RATON FL)

NJ

05/01/2003 - 09/09/2005

PERSHING TRADING COMPANY, L.P. (JERSEY CITY NJ)

NJ

08/29/1997 - 05/01/2003

PERSHING LLC (JERSEY CITY NJ)

NY

10/30/1996 - 07/30/1997

OPPENHEIMER & CO., INC. (NEW YORK NY)

NY

09/29/1995 - 07/17/1996

M. J. WHITMAN, INC. (NEW YORK NY)

MA

10/25/1993 - 08/26/1995

TUCKER ANTHONY INCORPORATED (BOSTON MA)

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Licenses & Designations

BC

Issued 04/11/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/22/2002

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/22/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Vincent Cooney.
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