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Jordan Michael Konicek

Brean Capital, LLC

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About Jordan Michael Konicek

Jordan Konicek is a financial professional with over 17 years of experience in the industry. Jordan has a Series 3, 7 and 63 license. Most recently, Jordan has been with Brean Capital, LLC. Jordan also has prior experience with B. Riley Securities, Inc., Oppenheimer & Co. Inc., Imperial Capital, LLC, Stifel, Nicolaus & Company, Incorporated, Sterne, Agee & Leach, Inc., VTB Capital Inc., Credit Suisse Securities (USA) LLC, and Deutsche Bank Securities Inc. Jordan is currently registered in California and New York.

Firm Information

Jordan Konicek is currently registered with Brean Capital, LLC. Brean Capital, LLC is a Limited Liability Company formed on February 3, 2000. The firm is registered with the SEC and in all 50 states, as well as Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

83

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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Jordan Konicek’s Registration & Firm History

NY

01/06/2023 - Present

Brean Capital, LLC (NEW YORK NY)

CA

02/01/2022 - 01/03/2023

B. RILEY SECURITIES, INC. (LOS ANGELES CA)

CA

07/21/2020 - 01/28/2022

OPPENHEIMER & CO. INC. (NEWPORT BEACH CA)

NY

01/19/2016 - 06/11/2020

IMPERIAL CAPITAL, LLC (NEW YORK NY)

NY

06/05/2015 - 01/19/2016

STIFEL, NICOLAUS & COMPANY, INCORPORATED (NEW YORK NY)

NY

07/11/2014 - 06/05/2015

STERNE, AGEE & LEACH, INC. (NEW YORK NY)

NY

03/15/2012 - 04/22/2014

VTB CAPITAL INC. (NEW YORK NY)

NY

07/26/2010 - 02/10/2012

CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)

NY

06/09/2010 - 07/29/2010

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

NY

09/24/2004 - 06/28/2010

CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/29/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/06/2004

Series 3 - National Commodity Futures Examination

BC

Issued 09/22/2004

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 Jordan Michael Konicek.
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