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Jennifer Lynne Chatterton

B. Riley Wealth Advisors, Inc.

Ocala, FL

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Current Employers
B. Riley Wealth Advisors, Inc.

40 S. Main St. Suite 1600, Memphis, TN 38103 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-08-22
  • FL RA
    APPROVED
    Since 2022-08-22

Branch Locations

2603 Se 17Th St. Suite B, Ocala, FL 34471 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
B. Riley Wealth Management Memphis TN 04/2012 Present
B. Riley Wealth Advisors, Inc. Memphis TN 07/2022 Present
Previous Registrations
  • 2011-11-09 → 2012-04-11
    The Villages, FL
  • 2007-03-06 → 2011-10-31
    Morgan Keegan & Company, Llc
    Gainesville, FL
    Ocala, FL
    Ocala, FL
    Winter Park, FL
    Gainesville, FL
    Ocala, FL
  • 2007-01-23 → 2007-02-20
    Amsouth Investment Management Company Llc
    Memphis, TN
Other Businesses

1) J&L 9798 LLC, INVESTMENT-RELATED, 3412 SE 17TH COURT, OCALA, FL 34471, REAL ESTATE INVESTMENT, PARTNER, ENTITY ORGANIZED TO PURCHASE WAREHOUSE, START 8/1/2020, 1 HOUR/MONTH DEVOTED, ZERO DURING SECURITIES TRADING HOURS. 2) OCALA WOMENS NETWORK; NON INVESTMENT RELATED; NO PHYSICAL ADDRESS; WOMENS LEADERSHIP NETWORKING GROUP; IMMEDIATE PAST PRESIDENT; ASSIST PRESIDENT IN ROLE FILL IN ROLE WHEN NEEDED; START DATE 1/1/2023; 2 HRS/ MONTH DEVOTED DURING SECURITIES TRADING 3) EARLY LEARNING COALITION; NON INVESTMENT RELATED; 2300 SW 17TH RD OCALA, FL 34471; EARLY LEARNING PROVIDES ASSISTANCE TO MARION COUNTY RESIDENTS FOR NEWBORNS TO VPK AGE; BOARD MEMBER; START DATE 8/25/2022; 1 HR/ MONTH DEVOTED, NON DURING SECURITIES TRADING HRS. 4) B. RILEY WEALTH INSURANCE; INVESTMENT-RELATED; SAME ADDRESS AS BRWM; FIXED INSURANCE SALES; LICENSED INSURANCE AGENT; START DATE 09/2025; AS MANY HOURS AS NEEDED PER MONTH

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-01-18
  • S66 Uniform Combined State Law Examination
    2007-01-18
Other Names
  • Jennifer Lynne Mccoy

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