Recent Underwritings

Recent Underwritings

Wealth Management

Jesup & Lamont and its registered representative cover over 10,000 accounts with over $2 billion in customer assets. Jesup & Lamont’s representatives have full access to our analytical team with expertise in specific equities & strategies, the economy, insurance, pension plans, mutual funds and tax strategies. Whether you’re 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.

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

Click here for the JLSC ADV form.

Click here for the JLA ADV form.

Contacts:

Michael Petrycki
Vice Chairman
Phone: 212.918.0437
Email: mpetrycki@jesuplamont.com

Brad Szczecinski
Senior Vice President

Director of Advisory Services
Phone: 312.564.8105
Email: bszczecinski@jesuplamont.com

Ted Augustyniak
Advisory Services
Phone: 312.564.8102
Email: taugustyniak@jesuplamont.com

Rich Riccardi
Municipal Bonds
Phone: 212.209.5392

Email: rriccardi@jesuplamont.com

Jonathan Zucker
Corporate Bonds
Phone: 212.771.9072

Email: jzucker@jesuplamont.com

Michael Kapp
Certificates of Deposit
Phone: 212.307.2660

Email: mkapp@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. In addition to our proprietary institutional research product, our representatives have open access to non proprietary research through our relationships with First Clearing & Legent Clearing giving our registed representatives a broad range of proprietary and non proprietary.

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, high yield corporate debt or complex convertible securities, Jesup expertise can guide you and 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

Mutual Funds

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

Limited Partnerships

Limited 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.