Clinelle A Jean

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2004 → 03/2021
  H. Beck, Inc.
  Rockville, MD
• 04/2021 → 07/2022
  Grove Point Advisors, Llc
  Rockville, MD
• 04/2021 → 07/2022
  Grove Point Investments, Llc
  Rockville, MD
• 07/2022 → 11/2024
  Kestra Investment Services Llc
  Rockville, MD
• 07/2022 → 11/2024
  Kestra Advisory Services Llc
  Rockville, MD
• 12/2024 → Present
  Potomac Wealth Advisors, Llc
  Rockville, MD

Previous Registrations

• 2022-07-06 → 2024-11-27
  Kestra Advisory Services, Llc
  Austin, TX
  Rockville, MD
• 2021-04-01 → 2022-07-05
  Grove Point Advisors, Llc
  Rockville, MD
  Rockville, MD
• 2004-10-27 → 2021-04-01
  Grove Point Investments, Llc
  Rockville, MD
  Rockville, MD
  Rockville, MD

Other Businesses

Business Name: FIRST MISSIONARY BAPTIST CHURCH POSITION: Trustee NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2022 ADDRESS: 6430 Jefferson Pike, Frederick MD 21703, United States DESCRIPTION: One of seven church trustees. Help with making decisions on behalf of church building to include building maintenance and equipment maintenance and purchases. Review budget and help decide future projects, open and close the church for various events, record donation amounts into the church computer. Business Name: CURO PRIVATE WEALTH POSITION: Client Service Manager NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 114 START DATE: 07/01/2022 ADDRESS: 6116 Executive Blvd, Ste 410, Rockville MD 20852, United States DESCRIPTION: Manage client needs regarding service, trading, problem resolution and processing issues. Manage inbound calls and emails generated by a book of clients and takes responsibility for proactive outreach to clients. Prepare reports and information for client meetings. Analyzing asset allocation and generating rebalancing trades. Oversee client service operations team and serve as quality control point to ensure that all calls, paperwork, policy and procedures for customer requests have been adhered to in accordance with compliance requirements. Able to identify opportunities, issues and viable alternatives when traditional solutions do not apply. Ability to manage and prioritize multiple and competing priorities on a daily basis in pursuit of business objectives. Interact with the broker-dealer or custodian to open new accounts and update account information. Business Name: CLINELLE A JEAN - RENTAL PROPERTY POSITION: Part Owner of House NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2019 ADDRESS: 181 W 150th St, Harvey IL 60426 DESCRIPTION: Property maintenance and upkeep Business Name: CLINELLE A JEAN - INSURANCE POSITION: Representative NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/06/2022 ADDRESS: 6116 Executive Blvd, Suite 410, Rockville MD 20852 DESCRIPTION: Insurance sales related business Business Name: CLINELLE JEAN NOTARY POSITION: Notary NATURE: State of Maryland Notary INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/16/2023 ADDRESS: 9011 Allington Manor Cir W, Frederick MD 21703 DESCRIPTION: Notarize documents for Curo clients on an as needed basis.

Exams

• S66 Uniform Combined State Law Examination
  2004-10-22
• S63 Uniform Securities Agent State Law Examination
  2002-08-08

Other Names

• Clinelle Rosebourgh
• Clinelle Arminta Rosebourghjean
• Clinelle A Robinson
• Clinelle Arminta Jean