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Jessica Rosenfeld Sherburne

Triangle Wealth Management

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About Jessica Rosenfeld Sherburne

Jessica Rosenfeld Sherburne is a financial advisor with Triangle Wealth Management. She has been a registered investment advisor since 2022. Prior to that, Jessica was registered with Hatteras Capital, FEF Distributors, LLC, OppenheimerFunds Distributor, Inc., ASB Securities, LLC, and Arnorld and S. Bleichroeder, Inc. Jessica holds both a Series 63 and a Series 65 license as well as a Series 7 license. Jessica has over 20 years of experience in the financial services industry.

Firm Information

Jessica Sherburne is currently registered with Triangle Wealth Management. Triangle Wealth Management is an investment advisor headquartered in Raleigh, NC. The firm manages approximately $1 billion to $10 billion in assets and primarily serves high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and charitable organizations. They offer portfolio management services for individuals and businesses, as well as educational seminars.
Triangle Wealth Management

1301 ANNAPOLIS DRIVE

RALEIGH, NC 27608

$1.11B

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

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.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jessica Sherburne’s Registration & Firm History

NC

01/20/2022 - Present

Triangle Wealth Management (RALEIGH NC)

NC

05/26/2011 - 09/06/2019

HATTERAS CAPITAL (RALEIGH NC)

NY

04/18/2008 - 05/11/2011

FEF DISTRIBUTORS, LLC (NEW YORK NY)

NY

06/07/2006 - 04/15/2008

OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)

NY

12/09/2002 - 03/07/2005

ASB SECURITIES, LLC (NEW YORK NY)

NY

02/26/2001 - 12/09/2002

ARNHOLD AND S. BLEICHROEDER, INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 11/18/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/05/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/23/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jessica Rosenfeld Sherburne.
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