Jacalyn K. Ferreira

EATON FINANCIAL GROUP

West Palm Beach, FL

CRD#: 1025472

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Professional summary

Jacalyn Kay Ferreira, who also goes by Jacalyn Kay Dash, Jacalyn Dash, Jacalyn K Dash, Jacalyn Ferreira, is a registered financial advisor currently at EATON FINANCIAL GROUP located in West Palm Beach, Florida.

Jacalyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Jacalyn has worked at 9 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jacalyn Kay Dash | Jacalyn Dash | Jacalyn K Dash | Jacalyn Ferreira

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacalyn Kay Ferreira's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 3, 2023 - Present

EATON FINANCIAL GROUP

RIA

CRD#: 316323

West Palm Beach, FL

Past

March 27, 2015 - February 13, 2023

ROYAL CAPITAL MANAGEMENT LLC

RIA

CRD#: 139910

BOCA RATON, FL

Past

August 3, 2001 - January 2, 2013

TRIAD ADVISORS LLC

CRD#: 25803

BOCA RATON, FL

Past

May 9, 2000 - August 6, 2001

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

ST. LOUIS, MO

Past

September 16, 1997 - May 22, 2000

JWGENESIS SECURITIES, INC.

CRD#: 33832

BOCA RATON, FL

Past

January 3, 1994 - September 19, 1995

JWGENESIS SECURITIES, INC.

CRD#: 33832

BOCA RATON, FL

Past

March 17, 1989 - January 3, 1994

JW GENESIS CLEARING CORP.

CRD#: 6631

BOCA RATON, FL

Past

February 16, 1988 - March 15, 1989

COMMVEST SECURITIES,INC.

CRD#: 13500

Past

April 10, 1985 - February 18, 1988

WACHOVIA SECURITIES, INC.

CRD#: 431

Past

May 21, 1982 - April 3, 1985

RICHARDSON GREENSHIELDS SECURITIES INC.

CRD#: 3178

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

EATON FINANCIAL GROUP

401K SIMPLIFIED | ROYAL CAPITAL MANAGEMENT LLC | PALM WEALTH PARTNERS | EATON FINANCIAL HOLDINGS COMPANY, LLC | EATON FINANCIAL GROUP

CRD#: 316323 / SEC#: 801-122301

RIA

Registered Investment Advisory firm - (9/13/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(1/3/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/5/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/14/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/15/1982

General Securities Representative Examination

Current Firm

EATON FINANCIAL GROUP

401K SIMPLIFIED | ROYAL CAPITAL MANAGEMENT LLC | PALM WEALTH PARTNERS | EATON FINANCIAL HOLDINGS COMPANY, LLC | EATON FINANCIAL GROUP

CRD#: 316323 / SEC#: 801-122301

RIA

Registered Investment Advisory firm - (9/13/2021 Approved)

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Contact information

Main Address

11555 Heron Bay Boulevard Suite 200, Coral Springs, FL 33076

Mailing Address

Phone number

(954) 575-9323

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EATON FINANCIAL GROUP ADV BROCHURE (4/2/2025)

Regulatory assets under management

Total Number of Accounts	1,283
AUM (Assets Under Management)	$ 389,074,886

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jacalyn K. Ferreira

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacalyn Kay Ferreira's CRS (Customer Relationship Summary).

Certified licenses

Experience

ROYAL CAPITAL MANAGEMENT LLC

TRIAD ADVISORS LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

JWGENESIS SECURITIES, INC.

JWGENESIS SECURITIES, INC.

JW GENESIS CLEARING CORP.

COMMVEST SECURITIES,INC.

WACHOVIA SECURITIES, INC.

RICHARDSON GREENSHIELDS SECURITIES INC.

Primary Firm SEC Registration

EATON FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 3/5/2015

Series 63

Date: 10/14/1983

Series 7

Date: 5/15/1982

Current Firm

EATON FINANCIAL GROUP

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EATON FINANCIAL GROUP

TRUST BUT VERIFY

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