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JB

Jennifer L. Black

Some features on this profile are disabled
CRD#: 7300804
JB

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.

Jennifer Lynn Black, who also goes by Jennifer Lynn Baccarani, was a registered financial professional .

Jennifer is a previously registered financial professional and started their career in finance in 2020. Jennifer had worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jennifer Lynn Baccarani

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.
09/2016 to present Investment related: No Bacc 'N Black Returns Corp. - 714 Burnhamthorpe Road East, Mississauga, ON Canada L4Y 2X3 Nature of business: Holding company Position: Director Duties: Mind and management of the company Approximately 1 hour per month 10/2010 to present Investment related: No Bacc 'N Black Corp. - 714 Burnhamthorpe Road East, Mississauga, ON Canada L4Y 2X3 Nature of business: Insurance Agency & Tax returns Position/duties: Director/Life insurance agent, tax return preparation Approximately 10 hours per month 07/2020 to present Investment related: No Access Private Wealth Corp. - 714 Burnhamthorpe Road East, Mississauga, ON Canada L4Y 2X3 Nature of business: Insurance Agency Position/duties: Insurance agent Approximately 10 hours per month

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

December 2, 2020 - November 2, 2022

MANDEVILLE PRIVATE CLIENT USA INC.

RIA
CRD#: 305945
Mississauga,

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

Current Firm

MP
MANDEVILLE PRIVATE CLIENT USA INC.
MANDEVILLE PRIVATE CLIENT USA INC.

CRD#: 305945 / SEC#: 801-118335

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Contact information

Main Address
1375 Kerns Road Suite 200, Burlington, Ontario, L7P 4V7
Mailing Address
Phone number
(905) 331-4255
Established
Firm type
Fiscal year end
# of Employees
15

Documents

Latest Form ADV

Part 2 Brochures

Regulatory assets under management

Total Number of Accounts16
AUM (Assets Under Management)$ 4,451,940

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

MANDEVILLE PRIVATE CLIENT USA INC.

CRD#: 305945

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