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JM

Jane E. Mcginnis

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CRD#: 1101354
JM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jane Ennis Mcginnis, who also goes by Jane Ennis Hoegee, Jane Ennis Hoegeemcginnis, was a registered financial professional .

Jane is a previously registered financial professional and started their career in finance in 1983. Jane had worked at 7 firms and has passed the Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jane Ennis Hoegee | Jane Ennis Hoegeemcginnis

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

April 30, 1997 - May 1, 2012

QUEST CAPITAL MANAGEMENT, INC.

RIA
CRD#: 114690
DALLAS, TX
Past

January 13, 1997 - May 2, 2011

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
DALLAS, TX
Past

June 13, 1996 - December 31, 2002

BTS ASSET MANAGEMENT, INC.

RIA
CRD#: 105215
DALLAS, TX
Past

January 14, 1986 - November 6, 1987

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
Past

May 31, 1983 - January 3, 1989

LINCOLN NATIONAL PENSION INSURANCE COMPANY

BD
CRD#: 10293
Past

May 31, 1983 - January 17, 1997

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

May 31, 1983 - January 17, 1997

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 2/13/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


QC
QUEST CAPITAL MANAGEMENT, INC.
QUEST | QUEST SATELLITE OFFICE | QUEST CAPITAL MANAGEMENT, INC. | QUEST CAPITAL MANAGEMENT LLC | QUEST CAPITAL MANAGEMENT INC.

CRD#: 114690 / SEC#: 801-60734

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Contact information


Main Address
8117 Preston Road, Suite 700, Dallas, TX 75225
Mailing Address
Phone number
(214) 691-6090
Established
Firm type
Fiscal year end
# of Employees
24

Documents


Latest Form ADV

Part 2 Brochures

QUEST CAPITAL MANAGEMENT ADV 2A 02 02 2022 (2/4/2022)

Regulatory assets under management


Total Number of Accounts1,891
AUM (Assets Under Management)$ 1,225,388,904

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.

Company Information


QUEST CAPITAL MANAGEMENT, INC.

CRD#: 114690

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