Jeanne L. Mcveigh

SEACREST WEALTH MANAGEMENT

MEDFORD, OR 97504

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CRD#: 2737607

Professional summary

Jeanne Louise Mcveigh, who also goes by Jeanne L Mcveigh, is a registered financial advisor currently at SEACREST WEALTH MANAGEMENT, LLC located in Medford, Oregon and PURSHE KAPLAN STERLING INVESTMENTS located in Medford, Oregon.

Jeanne is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Jeanne has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeanne L Mcveigh

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.

JEANNE MCVEIGH IS DUALLY-REGISTERED WITH SEACREST WEALTH MANAGEMENT, LLC AND PURSHE KAPLAN STERLING INVESTMENTS. JEANNE MCVEIGH HAS BEEN EMPLOYED BY SEACREST WEALTH MANAGEMENT, LLC SINCE 03/2009 AND A REGISTERED REPRESENTATIVE WITH PURSHE KAPLAN STERLING INVESTMENTS SINCE 03/2009. BUSINESS IS CONDUCTED FROM MEDFORD, OR. APPROXIMATELY 90% OF JEANNE MCVEIGH'S TIME IS FOR SERVICES AS AN INVESTMENT ADVISOR REPRESENTATIVE AND THE BALANCE AS A REGISTERED REPRESENTATIVE. KOHLS DEPARTMENT STORE, 1900 N. RIVERSIDE AVE, MEDFORD, OR 97501. NOT INVESTMENT RELATED, SEASONAL SALES ASSOCIATE, 11/2015. LESS THAN 80 HRS/MONTH, NONE DURING TRADING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeanne Louise Mcveigh's CRS (Customer Relationship Summary).

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

June 7, 2024 - Present

SEACREST WEALTH MANAGEMENT, LLC

Office #1: 3255 Hillcrest Park Drive Suite 108, Medford, OR 97504

RIA

CRD#: 147092

MEDFORD, OR

Current

March 27, 2009 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 3255 Hillcrest Park Dr. Suite 108, Medford, OR 97504

CRD#: 35747

Medford, OR

Past

May 30, 2008 - April 2, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

MEDFORD, OR

Past

May 30, 1996 - May 18, 1999

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SEACREST WEALTH MANAGEMENT, LLC

CRD#: 147092 / SEC#: 801-69141

RIA

Registered Investment Advisory firm - (5/12/2008 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

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

Oregon
(6/21/2010)

IAR

Oregon
(6/7/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/18/2024

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/27/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/29/2008

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

SEACREST WEALTH MANAGEMENT, LLC

CRD#: 147092 / SEC#: 801-69141

RIA

Registered Investment Advisory firm - (5/12/2008 Approved)

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Contact information

Main Address

3000 Westchester Avenue Suite 206, Purchase, NY 10577

Mailing Address

Phone number

(914) 502-1900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (40 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SEACREST WEALTH MANAGEMENT, LLC DISCLOSURE BROCHURE (10/23/2025)

Regulatory assets under management

Total Number of Accounts	3,945
AUM (Assets Under Management)	$ 1,561,182,425

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.

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Firm Stability Insights

Jeanne L. Mcveigh

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeanne Louise Mcveigh's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

MORGAN STANLEY & CO. LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

SEACREST WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/18/2024

Series 63

Date: 9/27/1996

SIE

Date: 10/1/2018

Series 7

Date: 5/29/2008

FINRA

Current Firm

SEACREST WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (40 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SEACREST WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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