Invested Better
Unclaimed

Unclaimed

Unclaimed

Jake Yudelowitz

Citadel Securities 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 Yudelowitz

Jake Yudelowitz is a financial advisor with Citadel Securities LLC and Citadel Securities Institutional LLC. Jake has been in the industry since October 7, 2020 and is registered in 19 states. Jake is a Series 7TO and Series 63 licensed advisor.

Firm Information

Jake Yudelowitz is currently registered with Citadel Securities LLC. Citadel Securities LLC is a Limited Liability Company formed on July 30, 2001. The firm is registered in 16 states and with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

51

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 Yudelowitz’s Registration & Firm History

NY

10/08/2020 - Present

Citadel Securities LLC (New York NY)

Not sure if Jake Yudelowitz is right for you?

Licenses & Designations

BC

Issued 10/16/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/08/2020

SIE - Securities Industry Essentials Examination

BC

Issued 10/02/2020

Series 7TO - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

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