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Jennifer L. Stacey

VIGILANT DISTRIBUTORS
Chadds Ford, PA 19317
CRD#: 2536581
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Jennifer Leigh StaceyVIGILANT DISTRIBUTORS

Professional summary

Jennifer Leigh Stacey, who also goes by Jennifer Leigh Storm, Jena Stacey, Jennifer Stacey, Jennifer Storm-simon, is a registered financial professional currently at VIGILANT DISTRIBUTORS, LLC located in Chadds Ford, Pennsylvania.

Jennifer is registered as a RR (Registered Representative) and started their career in finance in 1995. Jennifer has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jennifer Leigh Storm | Jena Stacey | Jennifer Stacey | Jennifer Storm-Simon

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 Jennifer Leigh Stacey'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

May 20, 2026 - Present

VIGILANT DISTRIBUTORS, LLC

Office #1: 223 Wilmington West Chester Pike Suite 216, Chadds Ford, PA 19317
BD
CRD#: 285573
Chadds Ford, PA
Past

July 26, 2017 - April 7, 2026

CONCORDE ASSET MANAGEMENT, LLC

RIA
CRD#: 140367
ANN ARBOR, MI
Past

April 7, 2017 - April 7, 2026

CONCORDE INVESTMENT SERVICES, LLC

BD
CRD#: 151604
Livonia, MI
Past

September 19, 1995 - February 22, 1996

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(5/20/2026)
RR
Pennsylvania
(5/20/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/20/2017
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 9/25/1995
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: 4/7/2017
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 11/3/2017
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

VD
VIGILANT DISTRIBUTORS, LLC
HERALD INVESTMENT MARKETING, LLC | VIGILANT DISTRIBUTORS, LLC

CRD#: 285573 / SEC#: , 8-69854

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information

Main Address
Gateway Corporate Center, Suite 216 223 Wilmington West Chester Pike, Chadds Ford, PA 19317
Mailing Address
Gateway Corporate Center, Suite 216 223 Wilmington West Chester Pike, Chadds Ford, PA 19317
Phone number
(484) 840-3701
Established
Pennsylvania since 06/13/2012
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

NamePositionCRD#
CHADDS FORD INVESTMENT MANAGEMENT, LLCOWNER
CHISM, PATRICK ANDREWCEO AND CCO2875421
FAIA, SALVATORE ROCCO IIPRINCIPAL OPERATIONS OFFICER6813402
SCARPATI, GERARDCFO AND PRINCIPAL FINANCIAL OFFICER2313132

Red Flags

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

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Company Information

VIGILANT DISTRIBUTORS, LLC

CRD#: 285573Chadds Ford, PA 19317

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