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Joshua Brant Zucker

J.v.b. Financial Group, LLC

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About Joshua Brant Zucker

Joshua Zucker is a financial professional with over 20 years of experience in the financial services industry. Joshua is currently registered with J.v.b. Financial Group, LLC and has branch offices in Jupiter, FL and Locust Valley, NY. Previously Joshua was with JVB FINANCIAL GROUP, LLC, BROWNSTONE INVESTMENT GROUP, LLC, KNIGHT CAPITAL AMERICAS, L.P., KNIGHT LIBERTAS LLC, MORGAN STANLEY SMITH BARNEY, MORGAN STANLEY & CO. INCORPORATED and MORGAN STANLEY DW INC.. Joshua holds the Series 63, 24, SIE, and Series 7 licenses.

Firm Information

Joshua Zucker is currently registered with J.v.b. Financial Group, LLC. J.v.b. Financial Group, LLC is a Limited Liability Company that was formed on December 5, 2008. The firm is registered in 53 states and with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

47

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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Joshua Zucker’s Registration & Firm History

FL

01/31/2014 - Present

J.v.b. Financial Group, LLC (Jupiter FL)

NY

12/16/2013 - 01/31/2014

JVB FINANCIAL GROUP, LLC (LOCUST VALLEY NY)

NY

05/21/2012 - 12/12/2013

BROWNSTONE INVESTMENT GROUP, LLC (NEW YORK NY)

CT

01/03/2011 - 04/27/2012

KNIGHT CAPITAL AMERICAS, L.P. (GREENWICH CT)

CT

01/11/2010 - 01/03/2011

KNIGHT LIBERTAS LLC (GREENWICH CT)

NY

06/01/2009 - 01/11/2010

MORGAN STANLEY SMITH BARNEY (PURCHASE NY)

NY

04/02/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (PURCHASE NY)

NY

10/20/1999 - 04/02/2007

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BC

Issued 12/14/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/12/2005

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/19/1999

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 Joshua Brant Zucker.
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