Jean S. Debruler
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.
Jean Stanley Debruler III, who also goes by J Debruler III, J. Debruler, Jean Stanley Debruler, J. S. Debruler III, was a registered financial professional .
Jean is a previously registered financial professional and started their career in finance in 1970. Jean had worked at 4 firms and has passed the Series 65, Series 63 and Series 1 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 21, 2006 - December 23, 2025
PACIFIC PORTFOLIO CONSULTING, LLC
February 3, 1994 - December 31, 2006
PACIFIC PORTFOLIO CONSULTING LP
May 13, 1977 - June 3, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
June 16, 1970 - June 16, 1977
NEW ENGLAND SECURITIES
Primary Firm SEC Registration
PACIFIC PORTFOLIO CONSULTING, LLC
CRD#: 139505 / SEC#: 801-66277
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
Series 1
Date: 6/9/1970
Registered Representative ExaminationCurrent Firm
PACIFIC PORTFOLIO CONSULTING, LLC
CRD#: 139505 / SEC#: 801-66277
Contact information
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 521 |
| AUM (Assets Under Management) | $ 4,787,765,860 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/20/2025 | ||
| 01/29/2024 | ||
| 12/21/2022 |
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.
