Debrahlee Lorenzana
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.
Debrahlee Lorenzana, who also goes by Debrahlee Ligor, was a registered financial professional .
Debrahlee is a previously registered financial professional and started their career in finance in 2009. Debrahlee had worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 16, 2014 - January 2, 2015
JACKSON WEALTH MANAGEMENT, LLC
June 12, 2014 - December 23, 2014
TRIAD ADVISORS LLC
May 27, 2014 - June 17, 2014
FIFTH THIRD SECURITIES, INC.
September 13, 2013 - June 2, 2014
WELLS FARGO CLEARING SERVICES, LLC
September 11, 2013 - June 2, 2014
WELLS FARGO CLEARING SERVICES, LLC
October 1, 2012 - May 9, 2013
J.P. MORGAN SECURITIES LLC
October 1, 2012 - May 9, 2013
J.P. MORGAN SECURITIES LLC
April 3, 2012 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
June 17, 2010 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
November 30, 2009 - February 9, 2010
CHASE INVESTMENT SERVICES CORP.
Primary Firm SEC Registration
JACKSON WEALTH MANAGEMENT, LLC
CRD#: 147642 / SEC#: 801-69469
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
JACKSON WEALTH MANAGEMENT, LLC
CRD#: 147642 / SEC#: 801-69469
Contact information
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,107 |
| AUM (Assets Under Management) | $ 856,743,444 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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