Jessica R. Sherburne

TRIANGLE WEALTH MANAGEMENT

Raleigh, NC 27608

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CRD#: 3023999

Professional summary

Jessica Rosenfeld Sherburne, who also goes by Jessica S Rosenfeld, Jessica Sargent Rosenfeld, Jessica R Sherburne, is a registered financial advisor currently at TRIANGLE WEALTH MANAGEMENT located in Raleigh, North Carolina.

Jessica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Jessica has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jessica S Rosenfeld | Jessica Sargent Rosenfeld | Jessica R Sherburne

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. JS Brand Consulting, LLC, Non-Investment Related, 1802 Sunset Dr., Raleigh, NC 27608, Nature of business: Marketing and Branding, Managing Partner started 1/1/2020, 0 hours/month. Providing consulting services to companies in need of marketing and branding support.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jessica Rosenfeld Sherburne'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

January 20, 2022 - Present

TRIANGLE WEALTH MANAGEMENT

Office #1: 1301 Annapolis Drive, Raleigh, NC 27608

RIA

CRD#: 148156

Raleigh, NC

Past

May 26, 2011 - September 6, 2019

HATTERAS CAPITAL DISTRIBUTORS, LLC

CRD#: 143365

RALEIGH, NC

Past

April 18, 2008 - May 11, 2011

FEF DISTRIBUTORS, LLC

CRD#: 46585

NEW YORK, NY

Past

June 7, 2006 - April 15, 2008

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

CRD#: 7834

NEW YORK, NY

Past

December 9, 2002 - March 7, 2005

FEF DISTRIBUTORS, LLC

CRD#: 46585

NEW YORK, NY

Past

February 26, 2001 - December 9, 2002

NATIXIS SECURITIES AMERICAS LLC

CRD#: 1101

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".

TRIANGLE WEALTH MANAGEMENT

TRIANGLE SECURITIES WEALTH MANAGEMENT | TRIANGLE WEALTH MANAGEMENT | TRIANGLE SECURITIES WEALTH MANAGEMENT, INC

CRD#: 148156 / SEC#: 801-69531

RIA

Registered Investment Advisory firm - (9/15/2008 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.

Highlighted states indicate IAR registrations

IAR

North Carolina
(1/20/2022)

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: 11/18/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/5/2001

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: 2/23/2001

General Securities Representative Examination

Current Firm

TRIANGLE WEALTH MANAGEMENT

TRIANGLE SECURITIES WEALTH MANAGEMENT | TRIANGLE WEALTH MANAGEMENT | TRIANGLE SECURITIES WEALTH MANAGEMENT, INC

CRD#: 148156 / SEC#: 801-69531

RIA

Registered Investment Advisory firm - (9/15/2008 Approved)

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Contact information

Main Address

1301 Annapolis Drive, Raleigh, NC 27608

Mailing Address

Phone number

(919) 838-3221

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A (9/30/2025)

Regulatory assets under management

Total Number of Accounts	1,150
AUM (Assets Under Management)	$ 1,202,394,950

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

Jessica R. Sherburne

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jessica Rosenfeld Sherburne's CRS (Customer Relationship Summary).

Certified licenses

Experience

HATTERAS CAPITAL DISTRIBUTORS, LLC

FEF DISTRIBUTORS, LLC

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

FEF DISTRIBUTORS, LLC

NATIXIS SECURITIES AMERICAS LLC

Primary Firm SEC Registration

TRIANGLE WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 11/18/2021

Series 63

Date: 4/5/2001

SIE

Date: 10/1/2018

Series 7

Date: 2/23/2001

Current Firm

TRIANGLE WEALTH MANAGEMENT

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRIANGLE WEALTH MANAGEMENT

TRUST BUT VERIFY

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