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Jason Scott Lefkowitz

Dynamex Trading, LLC

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About Jason Scott Lefkowitz

Jason Lefkowitz is a financial professional with over 18 years of experience in the industry. Jason is currently registered with Dynamex Trading, LLC, a firm with a broad scope of services. Before joining Dynamex Trading, Jason worked with several other firms including Wallachbeth Capital LLC, ABN AMRO Incorporated, Bear, Stearns & Co. Inc. and J.P. Morgan Securities Inc. Jason holds a number of licenses and designations, including Series 4, 7, 14, 24, 55, 57TO and 63. Jason is registered in 11 states: California, Connecticut, Florida, Illinois, Massachusetts, New Jersey, New York, Pennsylvania, Texas, Virginia, and Washington.

Firm Information

Jason Lefkowitz is currently registered with Dynamex Trading, LLC. Dynamex Trading, LLC is a Limited Liability Company formed in August 2002. The firm is registered in 11 states, including California, Connecticut, Florida, Illinois, Massachusetts, New Jersey, New York, Pennsylvania, Texas, Virginia, and Washington. The firm has also been approved for registration with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

5

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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Jason Lefkowitz’s Registration & Firm History

NY

11/15/2013 - Present

Dynamex Trading, LLC (NEW YORK NY)

FL

01/11/2010 - 12/13/2012

WALLACHBETH CAPITAL LLC (BOCA RATON FL)

CT

07/12/2006 - 06/02/2009

ABN AMRO INCORPORATED (GREENWICH CT)

NY

08/27/2004 - 07/12/2006

BEAR, STEARNS & CO. INC. (NEW YORK NY)

NY

08/04/2003 - 08/04/2004

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/05/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/12/2023

Series 14 - Compliance Officer Examination

BC

Issued 11/30/2020

Series 24 - General Securities Principal Examination

BC

Issued 05/19/2016

Series 4 - Registered Options Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/15/2008

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 08/01/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe Exchange, Inc.

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jason Scott Lefkowitz.
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