JB
Jennifer R. Bachino
SPC
Austin, TX 78746
Some features on this profile are disabled
CRD#: 4774227
JB
Professional summary
Jennifer Renee Bachino, who also goes by J.v. Bachino, Jennifer Bachino, Jenny Bachino, Jennifer Renee Bullock, Jennifer Renee Turknett, is a registered financial advisor currently at SPC located in Austin, Texas and SIGMA FINANCIAL CORPORATION located in Austin, Texas.
Jennifer is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Jennifer has worked at 7 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
J.v. Bachino | Jennifer Bachino | Jenny Bachino | Jennifer Renee Bullock | Jennifer Renee Turknett
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. DBA - The Wealth and Giving Advisory, Austin, TX. Name used for financial practice with Sigma Financial Corporation and advisory services through Sigma Planning Corp. Start date: 10/6/25, approx. 160 hrs/mo, all during mkt hrs. INV REL: Y 2. Co-own, with spouse, a residential rental property in Austin, TX and receive rental income. Start date: 10/6/25, approx. 1 hr/mo. INV REL: N 3. Board member - The Rise School of Austin, Austin, TX. Currently serving on the Development Committee. Appointed to the board in May 2024. Approx. 2 hrs/mo. INV REL: N
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer Renee Bachino'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®
NoneExperience
Current
September 3, 2025 - Present
SPC
Office #1: 5000 Plaza On The Lake Suite 100, Austin, TX 78746RIA
CRD#: 110692
Austin, TX
Current
September 3, 2025 - Present
SIGMA FINANCIAL CORPORATION
Office #1: 5000 Plaza On The Lake Suite 100, Austin, TX 78746BD
CRD#: 14303
Austin, TX
Past
November 15, 2023 - June 30, 2025
FROST INVESTMENT SERVICES
RIA
CRD#: 286129
AUSTIN, TX
Past
November 15, 2023 - June 30, 2025
FROST BROKERAGE SERVICES, INC.
BD
CRD#: 17465
AUSTIN, TX
Past
May 5, 2017 - October 7, 2023
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
AUSTIN, TX
Past
May 5, 2017 - October 7, 2023
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
AUSTIN, TX
Past
May 28, 2010 - May 1, 2017
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
AUSTIN, TX
Past
May 28, 2010 - May 1, 2017
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
AUSTIN, TX
Past
September 7, 2006 - July 6, 2009
WELLS FARGO INVESTMENTS, LLC
RIA
CRD#: 10582
AUSTIN, TX
Past
July 25, 2006 - July 6, 2009
WELLS FARGO INVESTMENTS, LLC
BD
CRD#: 10582
AUSTIN, TX
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".
SP
SPC
PARKLAND SECURITIES, LLC | SPC | SIGMA PLANNING CORPORATION | SIGMA PLANNING CORP
CRD#: 110692 / SEC#: 801-20404
RIA
Registered Investment Advisory firm - (1/11/1984 Approved)Alaska
Registered Investment Advisory firm - (2/13/2002 Cancelled)Arizona
Registered Investment Advisory firm - (2/14/2002 Terminated)California
Registered Investment Advisory firm - (1/17/2002 Cancelled)Colorado
Registered Investment Advisory firm - (2/14/2002 Cancelled)Delaware
Registered Investment Advisory firm - (2/14/2002 Terminated)Hawaii
Registered Investment Advisory firm - (3/19/2002 Terminated)Montana
Registered Investment Advisory firm - (2/12/2002 Terminated)New Hampshire
Registered Investment Advisory firm - (2/14/2002 Terminated)New Mexico
Registered Investment Advisory firm - (2/14/2002 Terminated)New York
Registered Investment Advisory firm - (1/17/2002 Cancelled)Rhode Island
Registered Investment Advisory firm - (3/7/2002 Terminated)Tennessee
Registered Investment Advisory firm - (2/14/2002 Terminated)Utah
Registered Investment Advisory firm - (1/17/2002 Terminated)Wisconsin
Registered Investment Advisory firm - (1/30/2002 Terminated)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.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
Illinois(9/3/2025)
RR
Texas(9/3/2025)
IAR
Texas(9/3/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market
Current Firm
SP
SPC
PARKLAND SECURITIES, LLC | SPC | SIGMA PLANNING CORPORATION | SIGMA PLANNING CORP
CRD#: 110692 / SEC#: 801-20404
RIA
Registered Investment Advisory firm - (1/11/1984 Approved)Alaska
Registered Investment Advisory firm - (2/13/2002 Cancelled)Arizona
Registered Investment Advisory firm - (2/14/2002 Terminated)California
Registered Investment Advisory firm - (1/17/2002 Cancelled)Colorado
Registered Investment Advisory firm - (2/14/2002 Cancelled)Delaware
Registered Investment Advisory firm - (2/14/2002 Terminated)Hawaii
Registered Investment Advisory firm - (3/19/2002 Terminated)Montana
Registered Investment Advisory firm - (2/12/2002 Terminated)New Hampshire
Registered Investment Advisory firm - (2/14/2002 Terminated)New Mexico
Registered Investment Advisory firm - (2/14/2002 Terminated)New York
Registered Investment Advisory firm - (1/17/2002 Cancelled)Rhode Island
Registered Investment Advisory firm - (3/7/2002 Terminated)Tennessee
Registered Investment Advisory firm - (2/14/2002 Terminated)Utah
Registered Investment Advisory firm - (1/17/2002 Terminated)Wisconsin
Registered Investment Advisory firm - (1/30/2002 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
300 Parkland Plaza, Ann Arbor, MI 48103
Mailing Address
Phone number
(734) 663-1611
Established
Firm type
Fiscal year end
# of Employees
462
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 26,544 |
| AUM (Assets Under Management) | $ 5,655,661,675 |
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.
