Retail Sales

Retail Sales

 

Jesup & Lamont and its affiliates have over 300 retail brokers that cover over 30,000 accounts with over $4.5 billion assets under management. Jesup & Lamont’s brokers have full time access to our team of analysts who cover: equities, economy, insurance, pensions plans, mutual funds and tax strategies. Whether your are looking for growth and income or trying to preserve your retirement Jesup has the right broker for you. Contact us for a free no obligation evaluation of your individual needs.

- $5.0 billion in client Assets
- Over 300 experienced investment professionals who act as true investment partners to more than 30,000 of their clients accounts

We provide superior client service, providing tailor made product solutions given objectives of safety, liquidity, tax control, income, growth, and diversification.

  

 

Contact:
Bill Moreno
President
Phone: 212.918.0412
Email: bmoreno@jesuplamont.com

Equities

Jesup & Lamont’s team of equity analysts cover a wide variety of stocks. They are ready, willing, and able to advise our reps and clients with up to date information on stock we currently follow.

Jesup & Lamont also has the ability to provide our clients with sophisticated technical analysis of individual stocks, the overall market as well as an individual portfolio analysis.

Contact your registered representative to find out more.



Fixed Income

Whether your looking to invest in US treasuries, to complex convertible securities or non US debt. Jesup can find the product that best suits your needs in your portfolio.

 


Insurance

Jesup & Lamont offer insurance products to individual investors including:

  
 

  • Life Insurance

  • Annuities

  • Long-Term Care

  • Estate Planning

  • Retirement

  Contact:
Michael Ragusa

E-mail: mraqusa@jesuplamont.com


Mutual Funds

Our reps have access to all of the top rated mutual funds.



Limited Partnerships

Limted Partnerships allows investors to specifically pick a sector in the market place. Some examples of the types of limited partnerships we offer are: Oil & Gas, Equipment Leasing, and Real Estate. These allow our clients to participate directly in a specific project or business line. Limited partnerships offer income along with either tax shelters or tax deferrals.

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Jesup & Lamont is a member of FINRA (www.finra.org), SIPC, & MSRB SIPC provides protection of up to $500,000, including a maximum of $100,000 for cash balances. Excess SIPC Surety Bond No. 1016-04 provides each Customer of First Clearing, LLC Customer by Asset Protection Company (“CAPCO”) with replacement or payment coverage up to that portion of the Customer’s Net Equity that represents a loss of Securities (as defined in SIPA) and/or cash that is in excess over all receipts by the Customer with respect to the Customer’s Net Equity. SIPC does not guarantee the future value of any security. For full details, see http://www.sipc.org

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