Jessica N. Greenway
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.
Jessica Noel Greenway, who also goes by Gail Hethcote, Jessica Greenway Nelson, was a registered financial professional .
Jessica is a previously registered financial professional and started their career in finance in 1986. Jessica had worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 6, 2015 - March 22, 2017
BLUE WATER WEALTH
February 13, 2015 - April 17, 2015
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
February 13, 2015 - July 11, 2017
CAMBRIDGE INVESTMENT RESEARCH, INC.
February 10, 1995 - February 27, 2015
CETERA WEALTH SERVICES, LLC
April 25, 1986 - February 27, 2015
CETERA WEALTH SERVICES, LLC
Primary Firm SEC Registration
BLUE WATER WEALTH
CRD#: 164432 / SEC#: 801-112810
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
BLUE WATER WEALTH
CRD#: 164432 / SEC#: 801-112810
Contact information
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,078 |
| AUM (Assets Under Management) | $ 384,236,117 |
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.
