JS

Jane L. Sutherland

ACALYX ADVISORS
Arlington, VA 22203
Some features on this profile are disabled
CRD#: 6005500
JS

Professional summary


Jane Louise Sutherland is a registered financial professional currently at ACALYX ADVISORS INC. located in Arlington, Virginia.

Jane is registered as a RR (Registered Representative) and started their career in finance in 2012. Jane has worked at 2 firms and has passed the SIE, Series 7, Series 99, Series 14 and Series 24 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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.

CRS (Client Relationship Summary) - BD


Click below to view Jane Louise Sutherland'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 29, 2015 - Present

ACALYX ADVISORS INC.

Office #1: 4201 Wilson Boulevard 3rd Floor, Suite 9, Arlington, VA 22203
BD
CRD#: 174667
Arlington, VA
Past

September 14, 2012 - November 11, 2014

MVISION PRIVATE EQUITY ADVISERS USA LLC

BD
CRD#: 122242
LONDON,

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 99
Date: 9/13/2012
Operations Professional Examination
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


AA
ACALYX ADVISORS INC.
ACALYX ADVISORS INC.

CRD#: 174667 / SEC#: , 8-69577

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
4201 Wilson Blvd Suite 300, Arlington, VA 22203
Mailing Address
4201 Wilson Blvd Suite 300, Arlington, VA 22203
Phone number
(212) 235-0870
Established
Delaware since 01/02/2015
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (40 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
ACALYX HOLDINGS, INC.PARENT
LAWHORN, CURTIS JAMESMANAGING PARTNER5344725
MCDONALD, JOSEPH ANDREWCHIEF EXECUTIVE OFFICER5329122
RINEHART, JENNIFER EUNHASENIOR ADVISOR3265973
SILVESTRO, MICHELE ANNPRINCIPAL FINANCIAL OFFICER & PRINCIPAL OPERATIONS OFFICER6960939
SUTHERLAND, JANE LOUISECOMPLIANCE OFFICER6005500
VANDERWOUDE, KARL ANDREWCHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER5910116

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


ACALYX ADVISORS INC.

CRD#: 174667Arlington, VA 22203

TRUST BUT VERIFY

Monitor Jane Sutherland

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Raylonte Marqui Roach
Raylonte RoachAdvisorCheck Check Mark
EAGLE STRATEGIES LLC
IAR
RR
BETHESDA, MD
Eric Duranta Bailey
Eric BaileyAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
SILVER SPRING, MD
Eric Josef Schaefer
Eric SchaeferAdvisorCheck Check Mark
EVERMAY WEALTH MANAGEMENT, LLC
IAR
ARLINGTON, VA
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.