JG
Jacquelyn N. Girling
BANNERMAN WEALTH
Cypress, TX
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CRD#: 7343512
JG
Professional summary
Jacquelyn Nicole Joy Girling is a registered financial advisor currently at BANNERMAN WEALTH located in Cypress, Texas.
Jacquelyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jacquelyn has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
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) - RIA
Click below to view Jacquelyn Nicole Joy Girling'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®
NoneExperience
Current
February 25, 2021 - Present
BANNERMAN WEALTH
RIA
CRD#: 284677
Cypress, 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".
BW
BANNERMAN WEALTH
BANNERMAN WEALTH | BANNERMAN WEALTH MANAGEMENT GROUP, LLC
CRD#: 284677 / SEC#: 801-117777
RIA
Registered Investment Advisory firm - (12/10/2019 Approved)Illinois
Registered Investment Advisory firm - (12/12/2019 Terminated)Michigan
Registered Investment Advisory firm - (12/19/2019 Terminated)North Carolina
Registered Investment Advisory firm - (12/17/2019 Terminated)Texas
Registered Investment Advisory firm - (12/12/2019 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
Texas(2/25/2021)
Exams
Current Firm
BW
BANNERMAN WEALTH
BANNERMAN WEALTH | BANNERMAN WEALTH MANAGEMENT GROUP, LLC
CRD#: 284677 / SEC#: 801-117777
RIA
Registered Investment Advisory firm - (12/10/2019 Approved)Illinois
Registered Investment Advisory firm - (12/12/2019 Terminated)Michigan
Registered Investment Advisory firm - (12/19/2019 Terminated)North Carolina
Registered Investment Advisory firm - (12/17/2019 Terminated)Texas
Registered Investment Advisory firm - (12/12/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2560 King Arthur Blvd Suite 124-46, Lewisville, TX 75056
Mailing Address
Phone number
(214) 919-4448
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (14 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 609 |
| AUM (Assets Under Management) | $ 152,193,014 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
