Jacqueline Shipplett Avery

Current Employers

Employment History

• 07/2013 → 07/2018
  Augusta County Public Schools
  Verona, VA
• 08/2018 → 11/2024
  Bb&T Securities
  Staunton, VA
• 02/2021 → 11/2024
  Truist Investment Services, Inc.
  Staunton, VA
• 02/2021 → 11/2024
  Truist Advisory Services, Inc.
  Atlanta, GA
• 11/2024 → Present
  Davenport & Company Llc
  Staunton, VA

Previous Registrations

• 2021-02-17 → 2024-11-06
  Truist Advisory Services, Inc.
  Atlanta, GA
  Stauton, VA
• 2018-11-01 → 2021-02-17
  Bb&T Securities, Llc
  Staunton, VA
  Richmond, VA
• 1999-07-20 → 2004-04-01
  Scott & Stringfellow, Llc
  Staunton, VA

Other Businesses

MEMORIAL BAPTIST CHURCH POSITION: Vice Chair Finance Committee , act in the absence of the Finance Chair. Possible duties include presiding over Finance Committee meetings, making presentations on behalf the committee to the congregation, assisting with church budget development, leading sub committees as needed. Volunteer position. Sunday School Teacher NATURE: Mission and ministry to the Staunton, VA community. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2015 ADDRESS: 224 Taylor St, Staunton VA 24401 THE GLENMORE HUNT, INC. POSITION: Treasurer NATURE: Club that fox hunts in the Shenandoah Valley, mostly in Augusta County. The club hosts fundraisers to support the club owned pack of fox hounds. Members enjoy other activities related to horses and hounds together. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 04/05/2023 ADDRESS: Staunton VA, United States DESCRIPTION: Volunteer bookkeeping. Pay bills as received, invoice members for dues, process payroll for kennel person, provide information to club's CPA to file taxes, provide financial reports to the board and membership at monthly meetings. GLENMORE FOUNDATION POSITION: Treasurer NATURE: Engages in land conservation and activities to support rural activities including fox hunting. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/31/2021 ADDRESS: Staunton VA, United States DESCRIPTION: Pay bills, maintain financial records. Community Foundation - investment related 117 South Lewis Street Staunton VA, charitable organization (501c3) that distributes grants, scholarships, and awards each year- Member, Board of Directors, advisory capacity on the Board of Directors ,also serve on their investment committee. This committee provides oversight to the investment advisor retained by the Foundation. Approximate number of hours/month during business hours: 1 - 5 Hours. Approximate number of hours/month during non-business hours: 1 - 5 Hours.

Exams

• S66 Uniform Combined State Law Examination
  2018-11-01
• S65 Uniform Investment Adviser Law Examination
  1999-07-19
• S63 Uniform Securities Agent State Law Examination
  1999-01-11

Designations

Other Names

• Jacqueline Marcella Shipplett
• Jacqueline Shipplett Avery
• Jacqueline Avery