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Rebecca W Jacklin

Goelzer Investment Management

Carmel, IN

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Current Employers
Goelzer Investment Management

10 East Main Street Suite 110, Carmel, IN 46032 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-06-04
  • IN RA
    APPROVED
    Since 2025-06-04

Branch Locations

10 East Main Street Suite 110, Carmel, IN 46032 • 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
Pnc Capital Advisors, Llc Indianapolis IN 09/2014 03/2020
Pnc Funds Distributor, Llc Indianapolis IN 01/2016 02/2020
Pnc Capital Markets, Llc Pittsburgh PA 02/2020 Present
Pnc Bank Pittsburgh PA 02/2020 Present
Goelzer Investment Management, Inc. Carmel IN 05/2025 Present
  • 09/2014 → 03/2020
    Indianapolis, IN
  • 01/2016 → 02/2020
    Pnc Funds Distributor, Llc
    Indianapolis, IN
  • 02/2020 → Present
    Pnc Capital Markets, Llc
    Pittsburgh, PA
  • 02/2020 → Present
    Pnc Bank
    Pittsburgh, PA
  • 05/2025 → Present
    Goelzer Investment Management, Inc.
    Carmel, IN
Previous Registrations
  • 2016-02-03 → 2025-05-30
    Indianapolis, IN
  • 2008-10-01 → 2012-05-15
    Indianapolis, IN
  • 2006-09-27 → 2008-10-01
    J.P. Morgan Securities Inc.
    Indianapolis, IN
  • 2002-10-29 → 2006-09-27
    Banc One Securities Corporation
    Indianapolis, IN
    Chicago, IL
    Indianapolis, IN
Other Businesses

1)Ayres Foundation, Inc.; Indianapolis, IN; Began 06/2012; non-profit, issue grant dollars from the foundation; Vice President; visit sites for grant requests and step in when the president is unavailable; 2 hours per month with 0 hour during securities trading hours. 2) Central Indiana Community Foundation, Womens' Fund of Central Indiana, Director 3) Treasurer for the Women's Fund of Central Indiana, a non-profit special interest fund of the local Community Foundation providing grants. 4) WilMcK Inc. Family Farm, Board Secretary and Assistant Secretary 5) Gleaners Food Bank of Indiana, Board Member and Finance Committee Member, distributes food to the community, Indianapolis, Indiana

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-10-24
  • S66 Uniform Combined State Law Examination
    2002-10-24
Designations
Other Names
  • Rebecca Ann Wilhoite
  • Becky Jacklin
  • Becky Wilhoite
  • Rebecca Wilhoite Jacklin

View on SEC IAPD

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