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JL

Jennifer D. Lackey

RELATIVITY CAPITAL ADVISORS
GREENSBORO, GA 30642
Some features on this profile are disabled
CRD#: 4509737
JL

Professional summary


Jennifer Driver Lackey, who also goes by Jennifer Lynn Driver, Jennifer Lynn Driver, is a registered financial advisor currently at RELATIVITY CAPITAL ADVISORS, LLC located in Greensboro, Georgia.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Jennifer has worked at 5 firms and has passed the Series 66, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Jennifer Lynn Driver | Jennifer Lynn Driver

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 Jennifer Driver Lackey'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

June 22, 2016 - Present

RELATIVITY CAPITAL ADVISORS, LLC

Office #1: 1240 Sunset Bluff, Greensboro, GA 30642
RIA
CRD#: 281942
GREENSBORO, GA
Past

June 24, 2008 - December 31, 2016

BARBER LACKEY FINANCIAL GROUP LLC

RIA
CRD#: 126989
GREENSBORO, GA
Past

March 3, 2008 - October 1, 2008

WESTERN INTERNATIONAL SECURITIES, INC.

BD
CRD#: 39262
PASADENA, CA
Past

January 3, 2006 - April 3, 2008

NRP FINANCIAL, INC.

BD
CRD#: 103717
ATLANTA, GA
Past

June 21, 2002 - January 24, 2006

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ATLANTA, GA

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
Georgia
(6/22/2016)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 9/20/2002
Uniform Combined State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/28/2005
General Securities Principal Examination

Current Firm


RC
RELATIVITY CAPITAL ADVISORS, LLC
RELATIVITY CAPITAL ADVISORS, LLC

CRD#: 281942 / SEC#:

Georgia
Registered Investment Advisory firm - (6/14/2016 Approved)
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Contact information


Main Address
1240 Sunset Bluff, Greensboro, GA 30642
Mailing Address
1040 Founders Row, Suite D, Greensboro, GA 30642
Phone number
(706) 352-4112
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts203
AUM (Assets Under Management)$ 22,170,500

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


RELATIVITY CAPITAL ADVISORS, LLC

CRD#: 281942Greensboro, GA 30642

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