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JD

Jessica E. Dahill

PACER FINANCIAL
Malvern, PA 19355
Some features on this profile are disabled
CRD#: 2116238
JD

Professional summary

Jessica Ellen Dahill is a registered financial professional currently at PACER FINANCIAL, INC. located in Malvern, Pennsylvania.

Jessica is registered as a RR (Registered Representative) and started their career in finance in 1991. Jessica has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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) - BD

Click below to view Jessica Ellen Dahill's 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

February 20, 2026 - Present

PACER FINANCIAL, INC.

Office #1: 500 Chesterfield Parkway, Malvern, PA 19355
BD
CRD#: 137040
Malvern, PA
Past

January 5, 2022 - August 22, 2023

NEW YORK LIFE INVESTMENT MANAGEMENT LLC

RIA
CRD#: 109591
Wayne, PA
Past

January 5, 2022 - August 22, 2023

NYLIFE DISTRIBUTORS LLC

BD
CRD#: 35350
JERSEY CITY, NJ
Past

May 6, 2014 - January 28, 2020

ALLSPRING FUNDS MANAGEMENT, LLC

RIA
CRD#: 110841
WAYNE, PA
Past

May 2, 2014 - January 28, 2020

ALLSPRING FUNDS DISTRIBUTOR, LLC

BD
CRD#: 133366
CHARLOTTE, NC
Past

February 16, 2012 - April 28, 2014

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
WYOMISSING, PA
Past

May 4, 2010 - December 14, 2011

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
WEST CHESTER, PA
Past

September 21, 2009 - April 5, 2010

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
POTTSTOWN, PA
Past

February 7, 2008 - February 18, 2009

PUTNAM INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 106629
BOSTON, MA
Past

July 5, 2006 - February 4, 2008

PUTNAM INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 106629
BOSTON, MA
Past

October 21, 1993 - February 18, 2009

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

BD
CRD#: 7325
BOSTON, MA
Past

February 12, 1991 - October 21, 1992

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145
RADNOR, PA

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
IAR
Series 65
Date: 6/23/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/21/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/6/2001
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 2/11/1991
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

PF
PACER FINANCIAL, INC.
PACER FINANCIAL, INC.

CRD#: 137040 / SEC#: , 8-67061

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
500 Chesterfield Parkway, Malvern, PA 19355
Mailing Address
500 Chesterfield Parkway, Malvern, PA 19355
Phone number
(610) 644-8100
Established
Pennsylvania since 03/23/2005
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
THOMSON, JOE MCKEEPRESIDENT718569
OHARA, SEAN EDWARDDIRECTOR1312483
BRADBARD, ASHLEE ANN THOMSONSR. VICE PRESIDENT5761850
THOMSON, JOANN MARIESECRETARY/TREASURER5086499
ZELLER, KIMBERLY L. T.VICE PRESIDENT5774669
JOHNSON, JEFFREY SHAWNCHIEF COMPLIANCE OFFICER5508770
MILLER, JOHN STEVENSONFINOP2139980

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

PACER FINANCIAL, INC.

CRD#: 137040Malvern, PA 19355

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