Best Investors Account Sign in
Current Employers
Calton & Associates, Inc.

2701 N. Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-10-15
  • NJ RA
    APPROVED
    Since 2024-10-15

Branch Locations

Milford, NJ • United States

2701 N Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States

2701 N. Rocky Point Drive Suite 1000, Tampa, FL 33607 • 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
New Jersey Agents Alliance Wall Township NJ 04/2016 06/2020
Nsllc Columbus OH 06/2017 06/2020
G.S. Newborn And Associates, Inc. Flemington NJ 07/2020 01/2024
First Allied Securities, Inc San Diego CA 07/2020 09/2022
Cetera Advisors Llc Bedminster NJ 09/2022 02/2024
Life Brokerage Hammonton NJ 01/2024 Present
Safe Harbor Financial West Deptford NJ 01/2024 Present
Calton & Associates, Inc Tampa FL 02/2024 Present
Calton & Associates, Inc. Tampa FL 10/2024 Present
  • 04/2016 → 06/2020
    New Jersey Agents Alliance
    Wall Township, NJ
  • 06/2017 → 06/2020
    Nsllc
    Columbus, OH
  • 07/2020 → 01/2024
    G.S. Newborn And Associates, Inc.
    Flemington, NJ
  • 07/2020 → 09/2022
    First Allied Securities, Inc
    San Diego, CA
  • 09/2022 → 02/2024
    Cetera Advisors Llc
    Bedminster, NJ
  • 01/2024 → Present
    Life Brokerage
    Hammonton, NJ
  • 01/2024 → Present
    Safe Harbor Financial
    West Deptford, NJ
  • 02/2024 → Present
    Tampa, FL
  • 10/2024 → Present
    Tampa, FL
Other Businesses

1.) INSURANCE; AGENT; FIXED/LIFE/HEALTH/P&C; START DATE 07/01/2020

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-25
S63 Uniform Securities Agent State Law Examination 2017-07-28
  • S65 Uniform Investment Adviser Law Examination
    2024-07-25
  • S63 Uniform Securities Agent State Law Examination
    2017-07-28
Other Names
  • Jake Andrew Bobick
  • Jake Bobick
  • Jacob Bobick

View on SEC IAPD

More in Milford, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor