Jacolyn H. Wetmore

JWC CAPITAL MANAGEMENT

Annapolis, MD 21403

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CRD#: 2856221

Professional summary

Jacolyn Helen Wetmore is a registered financial advisor currently at JWC CAPITAL MANAGEMENT, LLC located in Annapolis, Maryland.

Jacolyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Jacolyn has worked at 7 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view Jacolyn Helen Wetmore'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

January 8, 2021 - Present

JWC CAPITAL MANAGEMENT, LLC

Office #1: 102 Spa Drive, Annapolis, MD 21403

RIA

CRD#: 311713

Annapolis, MD

Past

July 12, 2018 - October 6, 2020

CAPITAL ONE INVESTING, INC.

RIA

CRD#: 285084

Hunt Valley, MD

Past

August 18, 2016 - July 18, 2018

CALVERT INVESTMENT COUNSEL

RIA

CRD#: 135656

HUNT VALLEY, MD

Past

January 29, 2013 - July 28, 2016

PBMARES WEALTH MANAGEMENT LLC

RIA

CRD#: 116218

FAIRFAX, VA

Past

January 10, 2013 - January 25, 2013

PBGH FINANCIAL ADVISORS, INC.

RIA

CRD#: 115013

FAIRFAX, VA

Past

September 9, 2010 - November 2, 2012

CAPITAL FIDUCIARY ADVISORS, LLC

RIA

CRD#: 153075

RESTON, VA

Past

March 26, 2010 - June 24, 2010

CAPITAL FIDUCIARY ADVISORS, LLC

RIA

CRD#: 153075

RESTON, VA

Past

April 7, 1997 - April 19, 2000

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

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.

Highlighted states indicate IAR registrations

IAR

Maryland
(1/8/2021)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/25/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/6/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 31

Date: 5/6/1997

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 4/3/1997

General Securities Representative Examination

Current Firm

JWC CAPITAL MANAGEMENT, LLC

CRD#: 311713 / SEC#:

Maryland

Registered Investment Advisory firm - (1/8/2021 Approved)

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Contact information

Main Address

102 Spa Drive, Annapolis, MD 21403

Mailing Address

Phone number

(571) 529-0141

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	4
AUM (Assets Under Management)	$ 7,057,985

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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Advisor Monitoring

Firm Stability Insights

Jacolyn H. Wetmore

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacolyn Helen Wetmore's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAPITAL ONE INVESTING, INC.

CALVERT INVESTMENT COUNSEL

PBMARES WEALTH MANAGEMENT LLC

PBGH FINANCIAL ADVISORS, INC.

CAPITAL FIDUCIARY ADVISORS, LLC

CAPITAL FIDUCIARY ADVISORS, LLC

MORGAN STANLEY DW INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/25/2010

Series 63

Date: 5/6/1997

Series 31

Date: 5/6/1997

Series 7

Date: 4/3/1997

Current Firm

JWC CAPITAL MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

JWC CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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