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TJ

Teresa A. Jammal

CARLIN WEALTH MANAGEMENT GROUP
Austin, TX 78756
Some features on this profile are disabled
CRD#: 6875882
TJ

Professional summary

Teresa Angelina Jammal, who also goes by Teresa Angelina Headrick, Teresa Angelina Headrick, Angel Jammal, Angelina Jammal, is a registered financial advisor currently at CARLIN WEALTH MANAGEMENT GROUP, LLC located in Austin, Texas.

Teresa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Teresa has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Teresa Angelina Headrick | Teresa Angelina Headrick | Angel Jammal | Angelina Jammal

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.
Fiduciary Activities; Named or act in a fiduciary capacity; such as attorney-in-fact, trustee, conservator, guardian, executor or personal representative.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Teresa Angelina Jammal's CRS (Customer Relationship Summary).
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

March 24, 2023 - Present

CARLIN WEALTH MANAGEMENT GROUP, LLC

Office #1: 4006 North Lamar Boulevard, Austin, TX 78756
RIA
CRD#: 325306
Austin, TX
Past

January 22, 2021 - March 29, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
AUSTIN, TX
Past

February 19, 2019 - March 29, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
AUSTIN, TX
Past

November 13, 2017 - January 29, 2019

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
AUSTIN, TX

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".
CW
CARLIN WEALTH MANAGEMENT GROUP, LLC
CARLIN WEALTH MANAGEMENT GROUP, LLC

CRD#: 325306 / SEC#: 801-127464

RIA
Registered Investment Advisory firm - (3/15/2023 Approved)

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
Texas
(3/24/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/30/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/15/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/1/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 11/13/2017
Investment Company Products/Variable Contracts Representative Examination

Current Firm

CW
CARLIN WEALTH MANAGEMENT GROUP, LLC
CARLIN WEALTH MANAGEMENT GROUP, LLC

CRD#: 325306 / SEC#: 801-127464

RIA
Registered Investment Advisory firm - (3/15/2023 Approved)
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Contact information

Main Address
4006 North Lamar Boulevard, Austin, TX 78756
Mailing Address
Phone number
(737) 414-6565
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (3 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CWMG ADV PART 2A (2/4/2025)

Regulatory assets under management

Total Number of Accounts1,009
AUM (Assets Under Management)$ 195,750,000

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

CARLIN WEALTH MANAGEMENT GROUP, LLC

CRD#: 325306Austin, TX 78756

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