Best Investors Account Sign in
Inactive

Jacolyn Helen Wetmore

Jwc Capital Management, LLC

Annapolis, MD

Claim This Profile
Current Employers
Jwc Capital Management, Llc

102 Spa Drive, Annapolis, MD 21403 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-01-01
  • MD RA
    APPROVED
    Since 2025-01-01

Branch Locations

102 Spa Drive, Annapolis, MD 21403 • 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
Calvert Investment Cousnel Hunt Valley MD 08/2016 06/2018
United Income, Inc. Hunt Valley MD 06/2018 09/2020
Unemployed Annapolis MD 09/2020 12/2020
Jwc Capital Management Annapolis MD 12/2020 Present
  • 08/2016 → 06/2018
    Calvert Investment Cousnel
    Hunt Valley, MD
  • 06/2018 → 09/2020
    United Income, Inc.
    Hunt Valley, MD
  • 09/2020 → 12/2020
    Unemployed
    Annapolis, MD
  • 12/2020 → Present
    Jwc Capital Management
    Annapolis, MD
Previous Registrations
  • 2018-07-12 → 2020-10-06
    Capital One Investing, Inc.
    Hunt Valley, MD
  • 2016-08-18 → 2018-07-18
    Calvert Investment Counsel
    Hunt Valley, MD
  • 2013-01-29 → 2016-07-28
    Pbmares Wealth Management Llc
    Fairfax, VA
    Fairfax, VA
  • 2013-01-10 → 2013-01-25
    Pbgh Financial Advisors, Inc.
    Fairfax, VA
  • 2010-09-09 → 2012-11-02
    Capital Fiduciary Advisors, Llc
    Reston, VA
  • 2010-03-26 → 2010-06-24
    Capital Fiduciary Advisors, Llc
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-03-25
S63 Uniform Securities Agent State Law Examination 1997-05-06
  • S65 Uniform Investment Adviser Law Examination
    2010-03-25
  • S63 Uniform Securities Agent State Law Examination
    1997-05-06

View on SEC IAPD

Other Firms

AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CETERA INVESTMENT ADVISERS LLC
RCS FINANCIAL PLANNING, LLC
MARINER INDEPENDENT
EQUITABLE ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES

Other Investors

Robert E Saunders
DONALD WILLIAM COLLETT
LEE DONALD BOLLHORST
JAMES WILSON THOMAS
Stefen Thomas Main
SAMANTHA MARIE LONG
Daniel Maris Beigel
JOSEPH WALLACE DUBINSKI

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · ANNAPOLIS, MD
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ANNAPOLIS, MD
CETERA INVESTMENT ADVISERS LLC · Annapolis, MD
RCS FINANCIAL PLANNING, LLC · ANNAPOLIS, MD
AMERIPRISE FINANCIAL SERVICES, LLC · Annapolis, MD
MARINER INDEPENDENT · Annapolis, MD
EQUITABLE ADVISORS, LLC · ANNAPOLIS, MD
WELLS FARGO CLEARING SERVICES, LLC · ANNAPOLIS, MD

More in Annapolis, MD

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor