Invested Better
Unclaimed

Unclaimed

Unclaimed

Jake Russo

Velocity Clearing, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jake? Claim Your Profile

About Jake Russo

Jake Russo is a financial professional with over 2 years of experience in the industry. Jake is a registered representative with Velocity Clearing, LLC and holds several licenses and certifications. These include the Series 3, Series 4, Series 7TO, Series 57TO, and Series 66. Jake is currently licensed in New York and New Jersey.

Firm Information

Jake Russo is currently registered with Velocity Clearing, LLC. Velocity Clearing, LLC is a Limited Liability Company formed in June 2010 and is approved to operate in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm is registered with the SEC and has been involved in 4 regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

87

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jake Russo’s Registration & Firm History

NY

07/23/2021 - Present

Velocity Clearing, LLC (New York NY)

Not sure if Jake Russo is right for you?

Licenses & Designations

BOTH

Issued 11/20/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/12/2022

Series 4 - Registered Options Principal Examination

BC

Issued 01/27/2023

Series 3 - National Commodity Futures Examination

BC

Issued 01/15/2022

Series 57TO - Securities Trader Exam

BC

Issued 07/23/2021

Series 7TO - General Securities Representative Examination

BC

Issued 01/16/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

M

MEMX LLC

N

NYSE Arca, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Jake Russo.
Not sure if Jake Russo is right for you?