Jane Aveney Cruickshanks

Current Employers

Employment History

• 10/2003 → Present
  Jcm Financial
  Miami Lakes, FL
• 12/2007 → 07/2020
  Investacorp Inc
  Miami Lakes, FL
• 07/2020 → 06/2024
  Securities America, Inc.
  Miami Lakes, FL
• 07/2020 → 06/2024
  Securities America Advisors, Inc.
  Miami Lakes, FL
• 06/2024 → Present
  Osaic Wealth, Inc.
  Miami Lakes, FL
• 06/2024 → Present
  Osaic Wealth, Inc.
  Miami Lakes, FL

Previous Registrations

• 2020-07-17 → 2024-06-14
  Securities America Advisors, Inc.
  Miami Lakes, FL
• 2018-03-28 → 2020-07-17
  Investacorp Advisory Services Inc
  Miami Lakes, FL

Other Businesses

1. JCM FINANCIAL SERVICES INC. - DBA POSITION: President NATURE: The representative uses the title of President for the D.B.A. JCM Financial Services Inc. The representative offers insurance products available under her 214,215,216, 218 and 240 license's. She spends approximately 60 hrs per month working under this business name and activity. INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 08/30/1995 ADDRESS: 6175 NW 153rd St. Suite #120, Miami Lakes FL 33014 DESCRIPTION: The representative uses the title of President for the D.B.A. JCM Financial Services Inc. The representative offers insurance products available under her 214,215,216, 218 and 240 license's. She spends approximately 60 hrs per month working under this business name and activity. 2. CAMBRIDGE REALTY MANAGEMENT CORPORATION POSITION: Vice President NATURE: The representative is Vice President of Cambridge Realty Management Corporation. The company is a commercial property management business. The representative spends less than 10 hours per month on this activity. INVESTMENT RELATED: No NUMBER OF HRS: 4 SECURITIES TRADING HRS: 2 START DATE: 02/01/2003 ADDRESS: 17391 SW 12th St., Pembroke Pines FL 33029 DESCRIPTION: The representative is Vice President of Cambridge Realty Management Corporation. The company is a commercial property management business. The representative spends less than 10 hours per month on this activity. 3. JANE CRUICKSHANKS, CFP, CKA POSITION: Advisor NATURE: Advisory Business through Securities America Advisory Services Inc INVESTMENT RELATED: Yes NUMBER OF HRS: 15 SECURITIES TRADING HRS: 15 START DATE: 12/01/2021 ADDRESS: 6175 NW 153rd St. Suite 120, Miami Lakes FL 33014, United States DESCRIPTION: Approved Securities available through Securities America Advisory Inc. will be offered. 4. ROTARY CLUB OF WESTON POSITION: Member NATURE: The OBA is Rotary Club of Weston. INVESTMENT RELATED: No NUMBER OF HRS: 8 SECURITIES TRADING HRS: 0 START DATE: 01/05/2023 ADDRESS: 304 Indian Traced PMB 130, Weston FL 33326, United States DESCRIPTION: My involvement will be a member of the Rotary. My participation in club will include attending meetings and volunteering in Community Service projects. I will not be involved in fundraising or hold a board position. 5. WESTON CHAMBER OF COMMERCE AND THE WESTON LEADERS GROUP POSITION: Member NATURE: Weston Chamber of Commerce is local Certified and Accredited Chamber with Florida Association of Chambers. Group is composed of Business Leaders and Business Owners. Weston Leaders Group is an affiliate of Chamber which is an invitation only networking group. INVESTMENT RELATED: No NUMBER OF HRS: 8 SECURITIES TRADING HRS: 4 START DATE: 10/15/2024 ADDRESS: 15800 Pines Blvd, Suite 311, Pembroke Pines FL 33029, United States DESCRIPTION: Only requirement is to attend a monthly luncheon. Weston Leaders Group meets weekly 7:30-8:30 am. The other activities sponsored by Chamber are after hour events. Weston Leaders Group will publish my photo on the Website with my Title Certificated Financial Planner. 6. CITY OF PEMBROKE PINES POLICE AND FIREFIGHTERS PENSION BOARD POSITION: Board Member, NATURE: The Business is the City of Pembroke Pines Governmental Office. INVESTMENT RELATED: No NUMBER OF HRS: 4 SECURITIES TRADING HRS: 2 START DATE: 11/01/2025 ADDRESS: 601 City Center Way, Pembroke Pines FL 33025, United States DESCRIPTION: I was invited to join City of Pembroke Pines Police and Firefighters Pension Board. My position will be of Citizen and property owner to provide oversite on Pension Board. The board will be comprised of Mayor , 3 Police Officers, 3 Firefighters, 3 Elected Officials & 3 Citizens of City of Pembroke Pines. I will be providing oversight along with other Board Members. I will not be providing investment advice or be compensated for my role. As a Board Member I will meet once a month with board to hear and discuss operation of Pension Fund.

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-07-13

Designations

Other Names

• Jane Marquardt
• Jane Aveney Cruckshanks