Jessica P. Mcquaid

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CRD#: 4508455

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.

Jessica Paige Mcquaid, who also goes by Jessica P Kleckner, Jessica Paige Kleckner, Jessica P Mcquaid, was a registered financial professional .

Jessica is a previously registered financial professional and started their career in finance in 2002. Jessica had worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Jessica P Kleckner | Jessica Paige Kleckner | Jessica P Mcquaid

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

September 11, 2017 - November 9, 2021

WRIGHT WEALTH MANAGEMENT GROUP

RIA

CRD#: 156184

PRESCOTT, AZ

Past

June 27, 2017 - July 21, 2020

CENTER STREET SECURITIES, INC.

CRD#: 26898

PRESCOTT, AZ

Past

July 19, 2016 - August 16, 2016

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

PRESCOTT VALLEY, AZ

Past

July 12, 2016 - August 16, 2016

J.P. MORGAN SECURITIES LLC

CRD#: 79

PRESCOTT VALLEY, AZ

Past

May 23, 2016 - June 29, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

SCOTTSDALE, AZ

Past

November 18, 2015 - June 29, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

SCOTTSDALE, AZ

Past

October 1, 2012 - October 22, 2015

J.P. MORGAN SECURITIES LLC

CRD#: 79

PRESCOTT, AZ

Past

September 18, 2012 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

PRESCOTT VALLEY, AZ

Past

July 6, 2005 - September 19, 2008

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

PRESCOTT VALLEY, AZ

Past

April 1, 2002 - July 6, 2005

BANC ONE SECURITIES CORPORATION

CRD#: 16999

CHICAGO, IL

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/19/2016

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/25/2012

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: 3/11/2016

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/17/2012

Investment Company Products/Variable Contracts Representative Examination

Current Firm

WRIGHT WEALTH MANAGEMENT GROUP

C.W. WRIGHT FINANCIAL GROUP LLC | WRIGHT WEALTH MANAGEMENT GROUP | WRIGHT WEALTH ADVISORS LLC

CRD#: 156184 / SEC#:

Arizona

Registered Investment Advisory firm - (1/31/2011 Approved)

California

Registered Investment Advisory firm - (1/9/2020 Terminated)

Texas

Registered Investment Advisory firm - (4/3/2019 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

3181 Clearwater Dr Suite A, Prescott, AZ 86305

Mailing Address

Phone number

(928) 777-0446

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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 P. Mcquaid

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CENTER STREET SECURITIES, INC.

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

J.P. MORGAN SECURITIES LLC

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

BANC ONE SECURITIES CORPORATION

State Registrations and Notice Filings

Exams

Series 66

Date: 5/19/2016

Series 63

Date: 9/25/2012

SIE

Date: 10/1/2018

Series 7

Date: 3/11/2016

Series 6

Date: 9/17/2012

Current Firm

WRIGHT WEALTH MANAGEMENT GROUP

Contact information

Documents

Red Flags

Company Information

WRIGHT WEALTH MANAGEMENT GROUP

TRUST BUT VERIFY

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