Unclaimed Profile

Jed Philip Kaplan

SHEARSON CAPITAL MANAGEMENT, LLC·BOCA RATON, Florida

Series 28, Series 24, Series 4, Series 53, Series 27, Series 52, Series 99, Series 79, Series 7, Series 63SHEARSON CAPITAL MANAGEMENT, LLC

7000 WEST PALMETTO PARK ROAD, BOCA RATON, FL 33433CRD# 1622929Firm CRD# 325704

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jed Philip Kaplan · BOCA RATON, FL

Registration

CRD #1622929 · SHEARSON CAPITAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

824 disclosures on file · See FINRA BrokerCheck for full record

About

Jed Philip Kaplan is a registered financial advisor based in BOCA RATON, Florida, affiliated with SHEARSON CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

SHEARSON CAPITAL MANAGEMENT, LLC

AUM

—

Regulatory assets under management

Employees

—

Total firm employees

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Background

Compensation

Compensation details will be added during enrichment.

Regulatory

SEC/IARD CRD# 1622929

Firm CRD# 325704

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Frequently Asked Questions

What services does Jed Philip Kaplan offer?

Jed Philip Kaplan is a registered financial advisor in BOCA RATON, Florida. Contact their office for details on services offered.

What are Jed Philip Kaplan's credentials?

Jed Philip Kaplan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jed Philip Kaplan located?

Jed Philip Kaplan is based in BOCA RATON, Florida, working with SHEARSON CAPITAL MANAGEMENT, LLC. Their office serves clients in the BOCA RATON metropolitan area and surrounding communities.

How large is SHEARSON CAPITAL MANAGEMENT, LLC?

SHEARSON CAPITAL MANAGEMENT, LLC is a registered investment adviser with the SEC. See their Form ADV for full details.

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