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Jon Peter Beckett

THE Bank Street Group LLC

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About Jon Peter Beckett

Jon Beckett is a financial advisor with over 30 years of experience in the industry. Jon is currently registered with The Bank Street Group LLC in Stamford, Connecticut, where he is an active Registered Representative. Jon has held previous positions with Harris Nesbitt Corp., Bear, Stearns & Co. Inc. and Credit Suisse First Boston Corporation. Jon holds the Series 7, 24, 63, 79TO and SIE licenses.

Firm Information

Jon Beckett is currently registered with THE Bank Street Group LLC. THE Bank Street Group LLC is a Limited Liability Company formed on May 7, 2001. The firm is registered in 27 states and has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

19

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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Jon Beckett’s Registration & Firm History

CT

05/24/2007 - Present

THE Bank Street Group LLC (STAMFORD CT)

NY

09/27/2004 - 06/01/2006

HARRIS NESBITT CORP. (NEW YORK NY)

NY

03/22/2000 - 12/18/2002

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

NY

10/19/1988 - 03/29/2000

CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/20/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/18/2001

Series 24 - General Securities Principal 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 10/15/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jon Peter Beckett.
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