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Jennifer Lillian Basey

Jennifer L. Basey

AMERICAN GLOBAL WEALTH MANAGEMENT
Mcdonough, GA 30253
Some features on this profile are disabled
CRD#: 4730054
Jennifer Lillian Basey

Professional summary

Jennifer Lillian Basey, CFP®, who also goes by Jennifer Lillian Hilliard, is a registered financial professional currently at AMERICAN GLOBAL WEALTH MANAGEMENT, INC. located in Mcdonough, Georgia.

Jennifer is registered as a RR (Registered Representative) and started their career in finance in 2004. Jennifer has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jennifer Lillian Hilliard

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. Classic Basketball, Inc; 13300-56 S Cleveland Ave, Fort Meyers, FL 33907; Runs annual City of Palms basketball tournament; Serve on the Board; Help with processes and procedures to provide consistency to the organization; 08/19/2021; 1 Hour per Week; Not During Securities Trading Hours; Not Investment-Related. 2. Rental Home; 2210 NE 4th St Cape Coral FL 33909; Rent my 2nd home on VRBO and AirBNB; 11/7/2023; 1.00hr/month; Not during securities trading hours; Investment-Related

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jennifer Lillian Basey'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®
CFP®

Certified Financial Planner

Start date: 2014

Experience

Current

November 16, 2023 - Present

AMERICAN GLOBAL WEALTH MANAGEMENT, INC.

Office #1: 1600 Pennsylvania Avenue, Mcdonough, GA 30253
BD
CRD#: 7388
Mcdonough, GA
Past

January 13, 2020 - November 24, 2023

STIFEL, NICOLAUS & COMPANY, INCORPORATED

RIA
CRD#: 793
FORT MYERS, FL
Past

January 13, 2020 - November 24, 2023

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD
CRD#: 793
FORT MYERS, FL
Past

January 26, 2007 - December 24, 2019

EDWARD JONES

RIA
CRD#: 250
FT MYERS, FL
Past

January 13, 2004 - December 24, 2019

EDWARD JONES

BD
CRD#: 250
FT MYERS, FL

State Registrations and Notice Filings

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

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
California
(6/6/2024)
RR
Connecticut
(10/2/2025)
RR
Florida
(3/7/2024)
RR
Georgia
(3/28/2024)
RR
Ohio
(5/29/2024)
RR
Pennsylvania
(9/26/2024)
RR
Tennessee
(10/16/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/22/2007
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 1/15/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/12/2004
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

AG
AMERICAN GLOBAL WEALTH MANAGEMENT, INC.
AMERICAN GLOBAL WEALTH MANAGEMENT, INC. | WISCONSIN DISCOUNT SECURITIES CORPORATION

CRD#: 7388 / SEC#: , 8-21584

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information

Main Address
1600 Pennsylvania Ave., Mcdonough, GA 30253
Mailing Address
1600 Pennsylvania Ave., Mcdonough, GA 30253
Phone number
(770) 400-9862
Established
Wisconsin since 02/25/1977
Firm type
Corporation
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
AMERICAN GLOBAL WEALTH SERVICES, INC.OWNER
CIANTRO, PHILIPFINOP2350685
FAULK, RACHELCHIEF COMPLIANCE OFFICER7712313
LYNCH, JOHN KEVINPRESIDENT1579665
WEBB, JAMES RANDALLCHIEF OPERATIONS OFFICER2089446
WEBB, JAMES RANDALLCHAIRMAN2089446
WEBB, JAMES RANDALLOWNER2089446

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

AMERICAN GLOBAL WEALTH MANAGEMENT, INC.

CRD#: 7388Mcdonough, GA 30253

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