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John Paul Witzenbocker

BAY Crest Partners, LLC

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About John Paul Witzenbocker

John Paul Witzenbocker is a securities professional with over 13 years of experience in the financial services industry. John Paul is currently registered with Bay Crest Partners, LLC. John Paul has held prior registrations with Whitaker Securities LLC, BGC Financial, L.P., New England Securities, and Northwestern Mutual Investment Services, LLC. John Paul is licensed to conduct business in Florida, New Jersey, and New York.

Firm Information

John Witzenbocker is currently registered with BAY Crest Partners, LLC. BAY Crest Partners, LLC is a Limited Liability Company formed in December 1994. The firm is registered in 26 states and has 1 approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

40

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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John Witzenbocker’s Registration & Firm History

NY

06/21/2023 - Present

BAY Crest Partners, LLC (NEW YORK NY)

NY

07/01/2014 - 06/19/2023

WHITAKER SECURITIES LLC (NEW YORK NY)

NY

09/06/2011 - 06/12/2014

BGC FINANCIAL, L.P. (GARDEN CITY NY)

NY

10/18/2010 - 09/12/2011

NEW ENGLAND SECURITIES (NEW YORK NY)

NY

05/31/2010 - 09/14/2010

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (COMMACK NY)

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Licenses & Designations

BC

Issued 09/24/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/27/2024

Series 3 - National Commodity Futures Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/28/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Paul Witzenbocker.
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