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JORDAN R LEFKO
Jordan Rothman Lefko
CRD#: 305750
IA
Investment Adviser
B
Broker
LPL FINANCIAL LLCCRD#: 6413 BEACHWOOD, OH
Registration History
19651970197519801985199019952000200520102015202020252 FIRMS2003 - 2021 (18 years)3 FIRMS2022 - 2023 (<1 year)2 FIRMS2023 - Present (1 year)BCANTELLA & CO., INC. (CRD# 13905)2022 - 2022 (<1 year)BPRUDENTIAL SECURITIES INCORPORATED (CRD# 7471)1977 - 2003 (25 years)BBACHE HALSEY STUART INC. (CRD# 7238)1976 - 1977 (1 year)BBACHE & CO INCORPORATED (CRD# 7058)1976 - 1976 (<1 year)BBACHE & CO., INCORPORATED (CRD# 66)1965 - 1976 (10 years)IAPRUDENTIAL SECURITIES INCORPORATED (CRD# 7471)1999 - 2003 (3 years)
License(s)

State Registrations

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Maryland 4/12/2023

IA
Ohio 4/11/2023

B
New York 5/24/2023

B
South Carolina 4/12/2023

B
Ohio 4/11/2023

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
LPL FINANCIAL LLC (CRD#:6413)
BEACHWOOD, OH
Registered with this firm since 4/11/2023

B
LPL FINANCIAL LLC (CRD#:6413)
BEACHWOOD, OH
Registered with this firm since 4/11/2023

Previous Registration(s)
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03/04/2022 - 02/14/2023 CANTELLA & CO., INC. (CRD#:13905) Beachwood, OH
IA
12/09/2022 - 02/08/2023 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. (CRD#:134139) Beachwood, OH
B
12/09/2022 - 02/08/2023 CAMBRIDGE INVESTMENT RESEARCH, INC. (CRD#:39543) Beachwood, OH
B
03/07/2022 - 12/09/2022 CANTELLA & CO., INC. (CRD#:13905) Beachwood, OH
IA
07/01/2003 - 08/02/2021 WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616) CLEVELAND, OH
B
07/01/2003 - 08/02/2021 WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616) CLEVELAND, OH
IA
09/12/1999 - 07/01/2003 PRUDENTIAL SECURITIES INCORPORATED (CRD#:7471) CLEVELAND, OH
B
09/16/1977 - 07/01/2003 PRUDENTIAL SECURITIES INCORPORATED (CRD#:7471) NEW YORK, NY
B
08/27/1976 - 09/16/1977 BACHE HALSEY STUART INC. (CRD#:7238)
B
02/27/1976 - 08/27/1976 BACHE & CO INCORPORATED (CRD#:7058)
B
04/02/1965 - 02/27/1976 BACHE & CO., INCORPORATED (CRD#:66)
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.