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Jeannie Lynn Wallace

Kovack Advisors, Inc.

Ft. Lauderdale, FL

Boerne, TX

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Current Employers
Kovack Advisors, Inc.

6451 N. Federal Hwy Suite 1201, Ft. Lauderdale, FL 33308 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-21
  • TX RA
    APPROVED
    Since 2026-08-21

Branch Locations

6451 N. Federal Hwy Suite 1201, Ft. Lauderdale, FL 33308 • United States

Boerne, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cetera Wealth Services, Llc El Segundo CA 01/2013 08/2026
Wallace Wealth Management Katy TX 07/2008 Present
Wallace Region Katy TX 11/2018 08/2020
Cetera Investment Advisers Llc Schaumburg IL 06/2023 08/2026
Kovack Securities, Inc. Fort Lauderdale FL 08/2026 Present
Kovack Advisors, Inc. Fort Lauderdale FL 08/2026 Present
  • 01/2013 → 08/2026
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 07/2008 → Present
    Wallace Wealth Management
    Katy, TX
  • 11/2018 → 08/2020
    Wallace Region
    Katy, TX
  • 06/2023 → 08/2026
    Cetera Investment Advisers Llc
    Schaumburg, IL
  • 08/2026 → Present
    Kovack Securities, Inc.
    Fort Lauderdale, FL
  • 08/2026 → Present
    Kovack Advisors, Inc.
    Fort Lauderdale, FL
Previous Registrations
  • 2023-06-29 → 2026-08-25
    Cetera Investment Advisers Llc
    Boerne, TX
    Boerne, TX
  • 2005-03-07 → 2023-06-29
    Cetera Wealth Services, Llc
    Houston, TX
    Nassau Bay, TX
    Boerne, TX
    Boerne, TX
Other Businesses

1) DBA - WALLACE WEALTH MANAGEMENT, LLC - 119 GREYSTONE POINT, BOERNE, TX 78006; INVESTMENT RELATED; FEE BASED, ANNUITIES AND BROKERAGE; CO-OWNER; 100% OF TIME SPENT. 2) RENTAL PROPERTY - 8517 HIGHCREST, HOUSTON, TX 77055; NON-INVESTMENT RELATED; COLLECT RENT; OWNER; 1% OF TIME SPENT.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-02-14
S63 Uniform Securities Agent State Law Examination 2001-05-12
  • S66 Uniform Combined State Law Examination
    2005-02-14
  • S63 Uniform Securities Agent State Law Examination
    2001-05-12
Other Names
  • Jeannie Lynn Mock
  • Jenny Lynn Wallace

View on SEC IAPD

Other Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FIRST CITIZENS INVESTOR SERVICES, INC.
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
FINANCIAL PLANNING SERVICES, INC.
INTEGRATED FINANCIAL STRATEGIES, LLC

Other Investors

DARRIN ROBERT HALSEY
LINDELL G DOUGLAS
MELINDA CHERISE MEACHAM
MATTHEW DAVID OSBORN
Danny Young
RINALDO DIAZ-FLORES
Konstantin Chrenow
Dorota J Gilbert

Other Offices

KOVACK ADVISORS, INC. · Fort Lauderdale, FL
KOVACK ADVISORS, INC. · Fort Lauderdal, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Fort Lauderdale, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Fort Lauderdale, FL
FIRST CITIZENS INVESTOR SERVICES, INC. · Ft Lauderdale, FL
J.P. MORGAN SECURITIES LLC · POMPANO BEACH, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Lauderdale, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Pompano Beach, FL

More in Ft. Lauderdale, FL

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