Jeanne E. Macrae
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jeanne Elizabeth Macrae MS, CFP®, who also goes by Jeanne Elizabeth Fernkes, Jeanne Elizabeth Forrey Ms, Jeanne Elizabeth Macrae, was a registered financial professional .
Jeanne is a previously registered financial professional and started their career in finance in 2000. Jeanne had worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2004
Experience
March 13, 2009 - July 16, 2025
ROBINSWOOD FINANCIAL
July 30, 2004 - March 5, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
July 30, 2004 - March 5, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
July 1, 2003 - August 5, 2004
WELLS FARGO CLEARING SERVICES, LLC
July 1, 2003 - August 5, 2004
WELLS FARGO CLEARING SERVICES, LLC
April 19, 2001 - July 1, 2003
PRUDENTIAL EQUITY GROUP, LLC
November 24, 2000 - July 1, 2003
PRUDENTIAL EQUITY GROUP, LLC
Primary Firm SEC Registration
ROBINSWOOD FINANCIAL
CRD#: 143417 / SEC#: 801-68234
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
ROBINSWOOD FINANCIAL
CRD#: 143417 / SEC#: 801-68234
Contact information
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,302 |
| AUM (Assets Under Management) | $ 366,580,000 |
Red Flags
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