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Widmayer Clinton Jacques

Arete Wealth Advisors, LLC

Melville, NY

CRD 6477307

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Employer firm

Arete Wealth Advisors, LLC CRD 145488

$2.75B regulatory AUM 35 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Arete Wealth Advisors, Llc

1115 W Fulton Market 3Rd Floor, Chicago, IL 60607 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-02-20
  • NY RA
    APPROVED
    Since 2024-02-20

Branch Locations

425 Broadhollow Rd Suite 325, Melville, NY 11747 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
National Securities Corp New York NY 04/2015 07/2022
Jerusalem Sda Brooklyn NY 01/2010 Present
Arete Wealth Management Llc Chicago IL 07/2022 Present
Arete Wealth Advisors Llc Chicago IL 02/2024 Present
  • 04/2015 → 07/2022
    National Securities Corp
    New York, NY
  • 01/2010 → Present
    Jerusalem Sda
    Brooklyn, NY
  • 07/2022 → Present
    Arete Wealth Management Llc
    Chicago, IL
  • 02/2024 → Present
    Chicago, IL
Other Businesses

FINCADIA LLC: DBA; OFFICER/DIRECTOR; MELVILLE, NY; START DATE 07/2022; FULL TIME; INVESTMENT RELATED. FINCADIA WEALTH MANAGEMENT LLC: DBA; OFFICER/DIRECTOR; MELVILLE, NY; START DATE 07/2022; FULL TIME; INVESTMENT RELATED. FINCADIA CAPITAL PARTNERS LLC: DBA; OFFICER/DIRECTOR; MELVILLE, NY; START DATE 07/2022; FULL TIME; INVESTMENT RELATED.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-16
S63 Uniform Securities Agent State Law Examination 2015-04-28
  • S66 Uniform Combined State Law Examination
    2024-02-16
  • S63 Uniform Securities Agent State Law Examination
    2015-04-28
Other Names
  • Clinton Jacques
  • Clint Jacques

View on SEC IAPD

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