Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Reeves is an investment advisor representative with Bryn Mawr Capital Management, LLC. Jacqueline has been in the securities industry for over 30 years. Jacqueline has a Series 7, 24, 63, 65, 86, and 87 license. Jacqueline works with individuals, high-net-worth individuals, charitable organizations, pension and profit sharing plans, corporations, and other businesses. Jacqueline's specialties include financial planning, portfolio management, and sub-advisory services. Jacqueline's previous experience includes positions at Ryan Beck & Co., Putnam Lovell NBF Securities Inc., Salomon Smith Barney Inc., Salomon Brothers Inc., Janney Montgomery Scott Inc., CS First Boston Corporation, Rothschild Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
FL
08/28/2023 - Present
Bryn Mawr Capital Management, LLC (Boca Raton FL)
FL
05/12/2003 - 03/15/2007
RYAN BECK & CO. (BOCA RATON FL)
NY
08/24/1999 - 02/20/2003
PUTNAM LOVELL NBF SECURITIES INC. (NEW YORK NY)
NY
09/25/1996 - 06/10/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
11/28/1997 - 09/01/1998
SALOMON BROTHERS INC. (NEW YORK NY)
PA
06/30/1995 - 07/19/1996
JANNEY MONTGOMERY SCOTT INC. (PHILADELPHIA PA)
NY
04/21/1992 - 07/25/1995
CS FIRST BOSTON CORPORATION (NEW YORK NY)
NY
06/14/1990 - 04/15/1992
ROTHSCHILD INC. (NEW YORK NY)
NY
08/22/1989 - 06/14/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 08/16/2018
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/2001
Series 24 - General Securities Principal Examination
BC
Issued 03/16/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 02/22/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
Active
Inactive
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