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Jeffrey A. Derman

Solomon Partners Securities, LLC

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About Jeffrey A. Derman

Jeffrey A. Derman is a securities professional with over two decades of experience in the financial industry. Jeffrey's career began in 2000 at Goldman, Sachs & Co., where he worked until 2009. Since then, Jeffrey has been a Registered Representative at Solomon Partners Securities, LLC. Jeffrey is licensed in New York.

Firm Information

Jeffrey Derman is currently registered with Solomon Partners Securities, LLC. Solomon Partners Securities, LLC is a Limited Liability Company formed in September 2006. The firm is registered with the Securities and Exchange Commission and holds state registrations in 33 states, including Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nevada, New Jersey, New York, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, and Wyoming.

Not reported

Assets Under Management

Not reported

Total Clients

60

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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Jeffrey Derman’s Registration & Firm History

NY

08/28/2009 - Present

Solomon Partners Securities, LLC (NEW YORK NY)

NY

09/26/2000 - 07/01/2009

GOLDMAN, SACHS & CO. (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/04/2020

Series 63 - Uniform Securities Agent State Law 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 09/01/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey A. Derman.
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