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Ivan Jason Brockman

PJT Partners LP

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About Ivan Jason Brockman

Ivan Brockman is a financial advisor with PJT Partners LP. Ivan has been in the industry since March 5, 2000. Ivan is registered in California, Georgia, Massachusetts, and New York. Ivan has passed the Series 7, Series 24, Series 63, SIE, and Series 79TO exams. Prior to joining PJT Partners LP, Ivan worked at Blackstone Advisory Partners L.P., Citigroup Global Markets Inc., and Goldman, Sachs & Co.

Firm Information

Ivan Brockman is currently registered with PJT Partners LP. PJT Partners LP is an Other Types of Legal Formation that was formed in 2014 and is registered in all 50 states, as well as Puerto Rico, the Virgin Islands, and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

56

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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Ivan Brockman’s Registration & Firm History

CA

08/28/2015 - Present

PJT Partners LP (SAN FRANCISCO CA)

CA

09/08/2008 - 10/01/2015

BLACKSTONE ADVISORY PARTNERS L.P. (MENLO PARK CA)

CA

04/29/2004 - 09/15/2008

CITIGROUP GLOBAL MARKETS INC. (PALO ALTO CA)

NY

02/21/2000 - 04/14/2004

GOLDMAN, SACHS & CO. (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/12/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/28/2004

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/17/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ivan Jason Brockman.
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