JA
Jacqueline S. Avery
DAVENPORT & COMPANY LLC
Staunton, VA 24401
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CRD#: 3018748
JA
Professional summary
Jacqueline Shipplett Avery, who also goes by Jacqueline Shipplett Avery, Jacqueline Avery, Jacqueline Marcella Shipplett, is a registered financial advisor currently at DAVENPORT & COMPANY LLC located in Staunton, Virginia.
Jacqueline is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Jacqueline has worked at 6 firms and has passed the Series 66, Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jacqueline Shipplett Avery | Jacqueline Avery | Jacqueline Marcella Shipplett
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.
MEMORIAL BAPTIST CHURCH POSITION: Vice Chair Finance Committee , act in the absence of the Finance Chair. Possible duties include presiding over Finance Committee meetings, making presentations on behalf the committee to the congregation, assisting with church budget development, leading sub committees as needed. Volunteer position. Sunday School Teacher NATURE: Mission and ministry to the Staunton, VA community. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2015 ADDRESS: 224 Taylor St, Staunton VA 24401 THE GLENMORE HUNT, INC. POSITION: Treasurer NATURE: Club that fox hunts in the Shenandoah Valley, mostly in Augusta County. The club hosts fundraisers to support the club owned pack of fox hounds. Members enjoy other activities related to horses and hounds together. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 04/05/2023 ADDRESS: Staunton VA, United States DESCRIPTION: Volunteer bookkeeping. Pay bills as received, invoice members for dues, process payroll for kennel person, provide information to club's CPA to file taxes, provide financial reports to the board and membership at monthly meetings. GLENMORE FOUNDATION POSITION: Treasurer NATURE: Engages in land conservation and activities to support rural activities including fox hunting. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/31/2021 ADDRESS: Staunton VA, United States DESCRIPTION: Pay bills, maintain financial records. .
CRS (Client Relationship Summary) - RIA
Click below to view Jacqueline Shipplett Avery's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Jacqueline Shipplett Avery'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®
NoneExperience
Current
November 6, 2024 - Present
DAVENPORT & COMPANY LLC
Office #1: 202 S Lewis Street Suite 201, Staunton, VA 24401RIA
BD
CRD#: 1588
Staunton, VA
Current
November 6, 2024 - Present
DAVENPORT & COMPANY LLC
Office #1: 202 S Lewis Street Suite 201, Staunton, VA 24401RIA
BD
CRD#: 1588
Staunton, VA
Past
February 17, 2021 - November 6, 2024
TRUIST ADVISORY SERVICES, INC.
RIA
CRD#: 283390
STAUTON, VA
Past
February 17, 2021 - November 6, 2024
TRUIST INVESTMENT SERVICES, INC.
BD
CRD#: 17499
STAUNTON, VA
Past
November 1, 2018 - February 17, 2021
BB&T SECURITIES, LLC
RIA
CRD#: 142785
RICHMOND, VA
Past
September 26, 2018 - February 17, 2021
BB&T SECURITIES, LLC
BD
CRD#: 142785
RICHMOND, VA
Past
July 20, 1999 - April 1, 2004
SCOTT & STRINGFELLOW, LLC
RIA
CRD#: 6255
STAUNTON, VA
Past
May 5, 1999 - April 1, 2004
SCOTT & STRINGFELLOW, LLC
BD
CRD#: 6255
RICHMOND, VA
Past
December 7, 1998 - May 5, 1999
SCOTT & STRINGFELLOW, INC.
BD
CRD#: 3309
RICHMOND, VA
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".
DAVENPORT & COMPANY LLC
DAVENPORT & CO. OF VIRGINIA, INC. | DAVENPORT TRUST COMPANY | DAVENPORT FINANCIAL ADVISORS | DAVENPORT ASSET MANAGEMENT | DAVENPORT & COMPANY LLC
CRD#: 1588 / SEC#: 801-13057, 8-17103
RIA
Registered Investment Advisory firm - SEC (6/2/1977 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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.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(11/6/2024)
RR
Alaska(11/6/2024)
RR
California(11/6/2024)
RR
Colorado(11/6/2024)
RR
District of Columbia(11/6/2024)
RR
Florida(11/6/2024)
RR
Georgia(11/6/2024)
RR
Idaho(11/6/2024)
RR
Iowa(11/6/2024)
RR
Kentucky(11/6/2024)
RR
Louisiana(11/6/2024)
RR
Maine(11/6/2024)
RR
Maryland(11/6/2024)
RR
Nevada(11/6/2024)
RR
New Jersey(11/6/2024)
RR
New Mexico(11/6/2024)
RR
New York(11/6/2024)
RR
North Carolina(11/6/2024)
RR
Pennsylvania(11/6/2024)
RR
South Carolina(11/6/2024)
RR
Tennessee(11/6/2024)
RR
Texas(11/6/2024)
IAR
Texas(11/6/2024)
RR
Virgin Islands(11/6/2024)
RR
Virginia(11/6/2024)
IAR
Virginia(11/6/2024)
RR
Washington(12/17/2024)
RR
West Virginia(11/6/2024)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange
Current Firm
DAVENPORT & COMPANY LLC
DAVENPORT & CO. OF VIRGINIA, INC. | DAVENPORT TRUST COMPANY | DAVENPORT FINANCIAL ADVISORS | DAVENPORT ASSET MANAGEMENT | DAVENPORT & COMPANY LLC
CRD#: 1588 / SEC#: 801-13057, 8-17103
RIA
Registered Investment Advisory firm - SEC (6/2/1977 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information
Main Address
One James Center 901 East Cary Street, Suite 1100, Richmond, VA 23219
Mailing Address
P.o. Box 85678, Richmond, VA 23285-5678
Phone number
(804) 780-2000
Established
Virginia since 01/31/1997
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees
507
SEC notice filing (51 States and Territories)
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| DAVA CORP. | MEMBER | |
| DAVENPORT & CO. OF VIRGINIA, INC | MEMBER | |
| DAVENPORT CORP. | MEMBER | |
| DAVENPORT IV, INC | MEMBER | |
| ACKERLY, JOHN PAUL IV | DIRECTOR | 2460550 |
| ALLBURN, SEAN JAMES | DIRECTOR | 2605269 |
| ANDERSON, DAVID CHARLES | DIRECTOR | 2312279 |
| BALLOWE, HYLAH BOYD | DIRECTOR | 2533434 |
| BARKSDALE, WILLIAM RANDOLPH IV | DIRECTOR | 720050 |
| BOLL, KEVIN GEORGE JR | DIRECTOR | 2881689 |
| BRIGULIO, JR., BRIAN MITCHELL | DIRECTOR | 4970410 |
| BROWN, EDWARD TRIGG JR | DIRECTOR | 850295 |
| CAPSHAW, WILLIAM D II | DIRECTOR | 5725314 |
| CASON, SHANE M | DIRECTOR | 4500533 |
| CHAPMAN, IRVING LEE IV | PRESIDENT, CEO, DIRECTOR | 2489697 |
| COLE, EDWARD FISCUS III | DIRECTOR | 4146443 |
| CRAWLEY, JAMES EDWARD | DIRECTOR | 1776949 |
| CROCKETT, HOLLY RAY | DIRECTOR | 1682414 |
| CROWDER, ALISON SANDERS | CHIEF COMPLIANCE OFFICER - IA | 6658906 |
| DAVENPORT FIVE, INC | MEMBER | |
| DOLAN, RICHARD EDWARD III | DIRECTOR | 2348347 |
| FERRELL, LEAVENWORTH MCGILL II | DIRECTOR | 4578007 |
| FRAM, FREDERICK GORDON | CHIEF ADMINISTRATIVE OFFICER, DIRECTOR, AML COMPLIANCE OFFICER | 1701062 |
| FREEMAN, STEVEN RUSSELL | DIRECTOR | 1574425 |
| GALLIHUGH, MAUREEN ANN | DIRECTOR | 1125521 |
| GANSMAN, JOHN ROBERT | DIRECTOR | 2382152 |
| GEHO, HARRISON MONCURE | DIRECTOR | 2361637 |
| GRAGNANI JR, ROBERT A | DIRECTOR | 5098764 |
| GREGORY, KENNETH STUART | DIRECTOR | 1160002 |
| HAMILTON, HARRY WAYNE III | DIRECTOR | 1345514 |
| HERSHEY, WILLIAM ROBERTSON BEVERLEY | DIRECTOR, CFO, FINOP AND PRINCIPAL FINANCIAL OFFICER | 2909345 |
| HOOPER, LUCY WILLIAMS | DIRECTOR | 733228 |
| KEHLENBECK, VIRGINIA WORTHAM | DIRECTOR | 4555885 |
| KOOCH, ROLAND MARION JR | DIRECTOR | 2382419 |
| LAUX, KYLE A | DIRECTOR | 4550086 |
| LOMBARD, JOSEPH ANTHONY III | DIRECTOR | 4013073 |
| MCELHANEY, JON TAYLOR | DIRECTOR | 2883725 |
| MIZELL, ROBERT FRANCIS | DIRECTOR | 1836694 |
| OMOHUNDRO, JEFFREY FLOYD | DIRECTOR | 2155707 |
| OWEN, RICHARD GAILLARD | DIRECTOR | 1197506 |
| PAUCKE, JOSEPH WALTER | DIRECTOR | 1208500 |
| PEARSON, CHRISTOPHER GLENN | DIRECTOR | 4979730 |
| PISCITELLI, JOHN ANTHONY | DIRECTOR | 1359023 |
| POSNER, DAVID JOSEPH | DIRECTOR | 6134514 |
| PRICE, THOMAS WINSTON | DIRECTOR | 2895319 |
| PRILLAMAN, GRAYSON BISHOP | DIRECTOR | 2707727 |
| REUSS, PETER LAWRENCE | DIRECTOR | 2681772 |
| RICHMOND, ANN MINORNUCKOLS | DIRECTOR, TREASURER, AND PRINCIPAL OPERATIONS OFFICER | 2144754 |
| ROGERS, COURTNEY EDWARD | DIRECTOR | 2237168 |
| ROSE, DAVID PETER | DIRECTOR | 1288846 |
| RULLMAN, NATHANIEL H | DIRECTOR | 5897465 |
| SANDERSON, JAMES EDWARD | DIRECTOR | 4886781 |
| SEVERT, TAMMY RENE | DIRECTOR | 3020053 |
| SMITH, GEORGE LEVIN | DIRECTOR | 2988110 |
| STRATTON, JONATHAN AUBREY | CHIEF COMPLIANCE OFFICER-BD | 4808131 |
| SULANKE, GEOFFREY ADAM | DIRECTOR | 4808910 |
| TAYLOR, TIMOTHY STEWART | DIRECTOR | 1492229 |
| TERZIMEHIC, EDIN NMN | ROSFP | 4634023 |
| TRICE, FRANKLIN ALEXANDER | DIRECTOR | 2219809 |
| VALENTINE, EUGENE MASSIE JR | DIRECTOR | 1072110 |
| VALENTINE, HENRY LEE III | DIRECTOR | 1137054 |
| WAGNER, ARIC NORMAN | DIRECTOR | 2267313 |
| WATSON, BRADLEY LAWRENCE | DIRECTOR | 2415210 |
| WELLFORD JR, TEN EYCK THOMPSON | DIRECTOR | 4985143 |
| WORTHAM, COLEMAN III | CHAIRMAN, DIRECTOR | 472921 |
| YOUNG, ARMISTEAD C IV | DIRECTOR | 2444107 |
Regulatory assets under management
| Total Number of Accounts | 22,591 |
| AUM (Assets Under Management) | $ 22,474,315,624 |
Disclosures
| Regulatory Event | 16 |
| Arbitration | 3 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/22/2025 | ||
| 09/25/2023 | ||
| 01/10/2023 |
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
DAVENPORT & COMPANY LLC
CRD#: 1588Staunton, VA 24401TRUST BUT VERIFY
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