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Jacob J Bash

Celadon Financial Group LLC

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About Jacob J Bash

Jacob Bash is a financial professional with over 25 years of experience in the financial services industry. Jacob is currently registered with Celadon Financial Group LLC. Previously, Jacob has also worked at J.H. Darbie & Co., Inc., Legend Securities, Inc., Thinkorswim, Inc. and Spencer-Winston Securities Corporation. Jacob holds Series 4, 7 and 63 securities licenses and is registered in Nevada, New Jersey and New York. Jacob is a highly experienced and knowledgeable financial advisor with a proven track record of success.

Firm Information

Jacob Bash is currently registered with Celadon Financial Group LLC. Celadon Financial Group LLC is a Limited Liability Company formed on March 9, 2009. The firm is registered with the SEC and in 34 states, including Arizona, California, Colorado, Connecticut, and Delaware. They have been involved in 7 Regulatory Events and 1 Arbitration case.

Not reported

Assets Under Management

Not reported

Total Clients

6

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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Jacob Bash’s Registration & Firm History

NY

06/11/2019 - Present

Celadon Financial Group LLC (Brooklyn NY)

NY

06/14/2016 - 06/03/2019

J.H. DARBIE & CO., INC. (brooklyn NY)

NY

11/06/2008 - 06/10/2016

LEGEND SECURITIES, INC. (BKLYN NY)

IL

12/01/2006 - 12/03/2008

THINKORSWIM, INC. (CHICAGO IL)

NY

06/09/1993 - 06/24/2005

SPENCER-WINSTON SECURITIES CORPORATION (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/19/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/20/1999

Series 4 - Registered Options Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/08/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jacob J Bash.
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