Jenna M. Brazile
Professional summary
Jenna M Brazile, CFP®, who also goes by Jenna M Lacy, Jenna Lacy, is a registered financial advisor currently at FREESTONE CAPITAL MANAGEMENT, LLC located in Seattle, Washington.
Jenna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jenna has worked at 3 firms and has passed the Series 66, SIE, Series 7, Series 9 and Series 10 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jenna M Brazile's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2016
Experience
October 2, 2015 - Present
FREESTONE CAPITAL MANAGEMENT, LLC
Office #1: 701 5th Avenue 74th Floor, Seattle, WA 98104September 29, 2010 - September 29, 2015
UBS FINANCIAL SERVICES INC.
February 27, 2009 - September 29, 2015
UBS FINANCIAL SERVICES INC.
August 21, 2008 - March 3, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
FREESTONE CAPITAL MANAGEMENT, LLC
CRD#: 145711 / SEC#: 801-69073
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/2/2023)
(10/2/2015)
Exams
Current Firm
FREESTONE CAPITAL MANAGEMENT, LLC
CRD#: 145711 / SEC#: 801-69073
Contact information
SEC notice filing (40 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 6,231 |
| AUM (Assets Under Management) | $ 11,493,619,610 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/16/2025 | ||
| 11/21/2024 | ||
| 09/26/2023 |
Red Flags
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