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JM

Jean M. Merriman

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CRD#: 2449646

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.

Jean M Merriman, who also goes by Jean Marie Marquart, Jean Marie Merriman, was a registered financial professional .

Jean is a previously registered financial professional and started their career in finance in 1994. Jean had worked at 20 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 27 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

No

Aliases

Jean Marie Marquart | Jean Marie Merriman

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.

-1-Name: BCD Meetings & Events Position: Employee - W2Nature: Meeting logistics, venue sourcing and management. Investment Related: No Hours: 320/Securities Trading Hours: 300 Start Date: 12/30/2022 Address: 500 W. Madison St, Suite 1200, Chicago IL 60661, United States Description: our responsibilities ? Reviewing invoices for accuracy, and processing payment for them in a timely manner ? Oversee and research credit card reconciliation, using multiple systems ? Ensure client meal caps and thresholds related to compliance requirements are adhered to ? Prepare final billing according to client policies and internal procedures ? Resolve any discrepancies with suppliers and clients ? Adhere to all standard operating procedures and train staff on appropriate company billing policies and guidelines ? Assist in monthly invoice preparation ? Knowledge of accounting basics and revenue financial analysis

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

March 20, 2019 - September 21, 2022

TIMBREL CAPITAL, LLC

BD

CRD#: 298131

Atlanta, GA

Past

August 11, 2017 - December 31, 2024

THE STRATEGIC FINANCIAL ALLIANCE, INC.

BD

CRD#: 126514

ATLANTA, GA

Past

July 28, 2017 - December 31, 2024

THE STRATEGIC FINANCIAL ALLIANCE, INC.

RIA

CRD#: 126514

ATLANTA, GA

Past

October 3, 2016 - November 3, 2016

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD

CRD#: 793

ST. LOUIS, MO

Past

September 26, 2016 - November 3, 2016

STIFEL, NICOLAUS & COMPANY, INCORPORATED

RIA

CRD#: 793

ST LOUIS, MO

Past

February 3, 2015 - September 10, 2015

SUMMIT BROKERAGE SERVICES, INC.

BD

CRD#: 34643

BOCA RATON, FL

Past

February 3, 2015 - September 10, 2015

LEGEND EQUITIES CORPORATION

BD

CRD#: 30999

PALM BEACH GARDENS, FL

Past

February 3, 2015 - September 10, 2015

INVESTORS CAPITAL CORP.

BD

CRD#: 30613

LYNNFIELD, MA

Past

February 3, 2015 - September 10, 2015

CETERA INVESTMENT SERVICES LLC

BD

CRD#: 15340

ST. CLOUD, MN

Past

February 3, 2015 - September 10, 2015

CETERA FINANCIAL SPECIALISTS LLC

BD

CRD#: 10358

SCHAUMBURG, IL

Past

February 3, 2015 - September 10, 2015

CETERA ADVISORS LLC

BD

CRD#: 10299

GREENWOOD VILLAGE, CO

Past

February 3, 2015 - September 10, 2015

CETERA WEALTH SERVICES, LLC

BD

CRD#: 13572

EL SEGUNDO, CA

Past

August 19, 2008 - July 2, 2012

FIRST ALLIED SECURITIES, INC.

RIA

CRD#: 32444

CHESTERFIELD, MO

Past

May 30, 2008 - September 2, 2015

FIRST ALLIED SECURITIES, INC.

BD

CRD#: 32444

CHESTERFIELD, MO

Past

January 1, 2007 - September 4, 2015

FIRST ALLIED ADVISORY SERVICES, INC.

RIA

CRD#: 137888

CHESTERFIELD, MO

Past

September 8, 2006 - January 1, 2007

FFP ADVISORY SERVICES INC

RIA

CRD#: 110778

CHESTERFIELD, MO

Past

April 21, 2005 - May 30, 2008

FFP SECURITIES, INC.

BD

CRD#: 16337

CHESTERFIELD, MO

Past

November 11, 2004 - April 15, 2005

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD

CRD#: 39543

FAIRFIELD, IA

Past

September 20, 2002 - November 3, 2004

FFP SECURITIES, INC.

BD

CRD#: 16337

CHESTERFIELD, MO

Past

February 14, 2001 - May 3, 2001

THE ADVISORS GROUP, INC.

BD

CRD#: 14035

BETHESDA, MD

Past

March 29, 1999 - March 13, 2001

BIRCHTREE FINANCIAL SERVICES LLC

BD

CRD#: 15014

MINNEAPOLIS, MN

Past

April 29, 1997 - September 2, 1998

INSIGHT SECURITIES & TRADING, INC.

BD

CRD#: 42221

Past

May 21, 1996 - May 8, 1997

BLOCK TRADING INC.

BD

CRD#: 36666

HOUSTON, TX

Past

November 3, 1995 - April 30, 1996

CETERA WEALTH SERVICES, LLC

BD

CRD#: 13572

EL SEGUNDO, CA

Past

September 13, 1994 - January 29, 1996

SWBC INVESTMENT COMPANY

BD

CRD#: 28861

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: 12/7/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

RR

Series 63

Date: 8/15/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

RR

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

RR

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

RR

Series 7

Date: 9/12/1994

General Securities Representative Examination

Principal/Supervisory Exam

RR

Series 27

Date: 3/17/1997

Financial and Operations Principal Examination

Principal/Supervisory Exam

RR

Series 24

Date: 6/1/1995

General Securities Principal Examination

Current Firm

TC

TIMBREL CAPITAL, LLC

TIMBREL CAPITAL, LLC

CRD#: 298131 / SEC#: , 8-70178

BD

Broker-Dealer Firm Regulated by FINRA (Atlanta district office)

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Contact information

Main Address

2200 Century Parkway Suite 500, Atlanta, GA 30345

Mailing Address

2200 Century Parkway Suite 500, Atlanta, GA 30345

Phone number

(678) 954-4100

Established

Georgia since 07/06/2018

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (52 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
TIMBREL HOLDINGS, LLC	SOLE MEMBER
COPELAND, JOSEPH KILLINGSWORTH	INFORMATION AND TECHNOLOGY OFFICER	6847982
GOLD, RANDY SCOTT	PRESIDENT	6952957
SULLIVAN, JULIE ANN	CCO	1112088
TATUM, ANNA ELISE	FINOP, CHIEF ACCOUNTING OFFICER	7273094

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

TIMBREL CAPITAL, LLC

CRD#: 298131

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