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Jeffrey James Triana

March Capital Corp.

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About Jeffrey James Triana

Jeffrey James Triana is an investment advisor representative currently registered with March Capital Corp. in Chicago. Jeffrey has been in the industry since January 17, 2001. Jeffrey also has experience with firms such as Connor Capital Investments, LLC, Kuhns Brothers Securities Corporation, Green Drake Capital Corp., Sandgrain Securities, Inc., Dean Witter Reynolds Inc., Sands Brothers & Co., LTD. and D. H. Blair & Co., INC. in Chicago, New York, Garden City and Purchase. Jeffrey has passed the Uniform Combined State Law Examination, Uniform Securities Agent State Law Examination, General Securities Principal Examination, Securities Industry Essentials Examination and General Securities Representative Examination. Jeffrey holds registrations in California, Illinois, New York and other states.

Firm Information

Jeffrey Triana is currently registered with March Capital Corp.. March Capital Corp. is a corporation registered with the SEC and in 25 states. It was formed on September 5, 1990, and provides portfolio management for individuals. The firm has 4 investment adviser representatives and manages approximately $83,479,520 in regulatory assets under management. The firm's primary client base consists of high-net-worth individuals and individuals other than high-net-worth, with assets under management of $79,593,503 and $3,886,017 respectively.

$83.48M

Assets Under Management

Not reported

Total Clients

13

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffrey Triana’s Registration & Firm History

IL

11/08/2013 - Present

March Capital Corp. (CHICAGO IL)

IL

04/23/2013 - 09/03/2013

CONNOR CAPITAL INVESTMENTS, LLC (CHICAGO IL)

NY

03/30/2011 - 02/26/2013

KUHNS BROTHERS SECURITIES CORPORATION (NEW YORK NY)

NY

07/23/2007 - 12/11/2009

KUHNS BROTHERS SECURITIES CORPORATION (NEW YORK NY)

NY

01/05/2007 - 06/28/2007

GREEN DRAKE CAPITAL CORP. (NEW YORK NY)

NY

04/18/2006 - 10/04/2006

SANDGRAIN SECURITIES, INC. (GARDEN CITY NY)

NY

07/31/1999 - 11/06/1999

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

NY

02/27/1998 - 07/26/1999

SANDS BROTHERS & CO., LTD. (NEW YORK NY)

NY

08/18/1992 - 02/18/1998

D. H. BLAIR & CO., INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 09/08/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/26/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/28/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/11/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 6 public disclosures for Jeffrey James Triana. Review regulatory record here.
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