Jacky L. Petit-homme
LIBERTY ONE WEALTH ADVISORS
Philadelphia, PA 19103
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CRD#: 6181225
Professional summary
Jacky Louis Petit-homme, CFP®, who also goes by Jacky L Homme, is a registered financial advisor currently at LIBERTY ONE WEALTH ADVISORS located in Philadelphia, Pennsylvania.
Jacky is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Jacky has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jacky L Homme
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.
Name of outside business organization: Rental Property Investment related: No Address of business: 1730 N 29th Street, Philadelphia PA 19121 Nature of business: Rental prperty Position, title, association: Owner, landlord Start date of relationship: 6/15/2018 Number of hours/month devoted: less than 1 hour Number of hours devoted during trading hours: 0 Duties: Owner and landlord; maintenance, pick up rent For profit or not for profit: Non-Profit Organization Name of outside business organization: Big Brothers Big Sisters Investment related: No Address of business: Philadelphia, Pennsylvania 19109 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 10/1/2018 Number of hours devoted: 4 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Internal group to help facilitate recruiting activities and provide resources for volunteers. Name of outside business organization: Liberty One Private Risk Investment related: No Address of business: Philadelphia, Pennsylvania 19109 Nature of business: Insurance Position, title, association: Managing Director Start date of relationship: 3/2024 Number of hours devoted: 10 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: providing insurance solutions to its clients
CRS (Client Relationship Summary) - RIA
Click below to view Jacky Louis Petit-homme'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®
CFP®
Start date: 2020
Experience
Current
September 12, 2021 - Present
LIBERTY ONE WEALTH ADVISORS
Office #1: 2001 Market St. Suite 2500, Philadelphia, PA 19103RIA
CRD#: 315675
Philadelphia, PA
Past
January 26, 2016 - September 13, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
PHILADELPHIA, PA
Past
November 4, 2015 - September 13, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
PHILADELPHIA, PA
Past
February 2, 2015 - August 26, 2015
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
MAPLE SHADE, NJ
Past
June 26, 2013 - January 13, 2015
PFS INVESTMENTS INC.
BD
CRD#: 10111
TAMARAC, FL
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".
LO
LIBERTY ONE WEALTH ADVISORS
LIBERTY ONE WEALTH ADVISORS
CRD#: 315675 / SEC#: 801-130016
RIA
Registered Investment Advisory firm - (4/25/2024 Approved)Delaware
Registered Investment Advisory firm - (5/1/2024 Terminated)Florida
Registered Investment Advisory firm - (5/1/2024 Terminated)Maryland
Registered Investment Advisory firm - (5/6/2024 Terminated)New Jersey
Registered Investment Advisory firm - (5/2/2024 Terminated)New York
Registered Investment Advisory firm - (5/1/2024 Terminated)Pennsylvania
Registered Investment Advisory firm - (5/6/2024 Terminated)Texas
Registered Investment Advisory firm - (5/1/2024 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.Highlighted states indicate IAR registrations
IAR
Pennsylvania(9/12/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/5/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 1/5/2024
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
LO
LIBERTY ONE WEALTH ADVISORS
LIBERTY ONE WEALTH ADVISORS
CRD#: 315675 / SEC#: 801-130016
RIA
Registered Investment Advisory firm - (4/25/2024 Approved)Delaware
Registered Investment Advisory firm - (5/1/2024 Terminated)Florida
Registered Investment Advisory firm - (5/1/2024 Terminated)Maryland
Registered Investment Advisory firm - (5/6/2024 Terminated)New Jersey
Registered Investment Advisory firm - (5/2/2024 Terminated)New York
Registered Investment Advisory firm - (5/1/2024 Terminated)Pennsylvania
Registered Investment Advisory firm - (5/6/2024 Terminated)Texas
Registered Investment Advisory firm - (5/1/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2001 Market St. Suite 2500, Philadelphia, PA 19103
Mailing Address
Phone number
(215) 776-4918
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 700 |
| AUM (Assets Under Management) | $ 129,464,252 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
