Jeffrey Bogosian has been an investment adviser representative at 1st Discount Brokerage since September 2012, and is not listed among the firm’s executive officers or direct owners.
1st Discount Brokerage, Inc. is a Lake Worth, FL firm with $131M under management, 219 clients and 8 advisers across 3 offices, as of its March 2026 filing.
- 1st Discount Brokerage, Inc.Current– present · 14 yearsProvidence, RI · Adviser representative · Firm CRD 39164
Investment adviser representative registrations
Jeffrey Bogosian is registered as an investment adviser representative in 5 states. The first approvals date from September 2012; the most recent is Pennsylvania, in October 2025.
- FloridaSince 11 September 2012
- MassachusettsSince 15 December 2020
- New JerseySince 12 October 2023
- PennsylvaniaSince 29 October 2025
- Rhode IslandSince 16 July 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 20 February 2004 |
| Series 24 | General Securities Principal Examination | 5 January 1995 |
| Series 7 | General Securities Representative Examination | 13 April 1993 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 April 1993 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Jeffrey Edward Bogosian
- CRD
- 2257321
- Firm
- 1st Discount Brokerage · CRD 39164
- Office
- 127 DORRANCE ST., PENTHOUSE SUITE, Providence, RI 02903
- Registration
- Investment adviser and broker registrations
- In the industry since
- April 1993
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Jeffrey Bogosian work?
Jeffrey Bogosian is an investment adviser representative registered through 1st Discount Brokerage, Inc. since September 2012, and is not listed among the firm’s executive officers or direct owners.
Is Jeffrey Bogosian a financial advisor?
Yes. Jeffrey Bogosian has a current investment-adviser registration in Florida, Massachusetts, New Jersey, Pennsylvania and Rhode Island, through 1st Discount Brokerage since September 2012.
How many years of experience does Jeffrey Bogosian have?
Jeffrey Bogosian has 33 years in the financial industry, since April 1993, across 1 adviser firm.
What exams has Jeffrey Bogosian passed?
Jeffrey Bogosian has passed 4 licensing exams: the Series 63, Series 7, Series 24 and Series 65. The earliest, the Series 63, was passed in April 1993. FINRA credited Jeffrey Bogosian with the SIE, which began in October 2018.
Where is Jeffrey Bogosian based?
Jeffrey Bogosian’s registered office is in Providence, RI.
Is Jeffrey Bogosian registered with FINRA?
Yes. Jeffrey Bogosian has a current broker registration, under CRD 2257321.
Source: FINRA BrokerCheck
How can I verify Jeffrey Bogosian’s record?
Search CRD 2257321 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jeffrey Bogosian’s full registration record.