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Peter Jonathan Jalbert

Crossroads Capital Management LLC

Marblehead, MA

CRD 1313568

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Employer firm

Crossroads Capital Management LLC CRD 148577

$23.1M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Crossroads Capital Management Llc

Marblehead, MA • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2009-01-02
  • MA RA
    APPROVED
    Since 2009-01-02

Branch Locations

Marblehead, MA • 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
Crossroads Capital Management Llc Marblehead MA 10/2008 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-03-12
S63 Uniform Securities Agent State Law Examination 1985-02-05
  • S65 Uniform Investment Adviser Law Examination
    1998-03-12
  • S63 Uniform Securities Agent State Law Examination
    1985-02-05
Designations
  • Certified Financial Planner

View on SEC IAPD

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