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Jennifer J Costello

Alexander Capital, LP

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About Jennifer J Costello

Jennifer Costello is a financial advisor with Alexander Capital, LP. Jennifer has been in the industry since June 28, 2017. Jennifer has a Series 7, Series 63, and Series 24 license. Jennifer has experience with Credit Suisse First Boston LLC, Donaldson, Lufkin & Jenrette Securities Corporation, OppenheimerFunds Distributor, Inc., GARTMORE DISTRIBUTION SERVICES, INC. and Thomas Group Capital.

Firm Information

Jennifer Costello is currently registered with Alexander Capital, LP. Alexander Capital, LP is a partnership formed in November 1995. The firm is registered with the SEC and in all 50 states, as well as Puerto Rico and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

50

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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Jennifer Costello’s Registration & Firm History

NJ

09/06/2024 - Present

Alexander Capital, LP (RED BANK NJ)

OH

07/26/2005 - 05/25/2006

GARTMORE DISTRIBUTION SERVICES, INC. (COLUMBUS OH)

GA

09/08/2003 - 09/14/2004

THOMAS GROUP CAPITAL (ATLANTA GA)

NY

11/03/2000 - 08/15/2003

CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)

NJ

03/21/2000 - 01/17/2003

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)

NY

04/15/1998 - 03/31/2000

OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/22/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/24/2004

Series 24 - General Securities Principal Examination

BC

Issued 09/06/2024

Series 7TO - General Securities Representative Examination

BC

Issued 08/09/2024

SIE - Securities Industry Essentials Examination

BC

Issued 04/14/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jennifer J Costello.
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