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Jacqueline Marie Siegmann

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jacksonville, FL

St. Augustine, FL

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-07-13
FL RA APPROVED 2022-07-21
  • TX RA
    APPROVED
    Since 2023-07-13
  • FL RA
    APPROVED
    Since 2022-07-21

Branch Locations

9000 Southside Blvd Ci Client Services, Jacksonville, FL 32256 • United States

St. Augustine, FL • 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
Merrill Lynch, Pierce, Fenner & Smith Jacksonville FL 03/2022 Present
Vystar Credit Union Jacksonville FL 02/2016 03/2022
  • 03/2022 → Present
    Merrill Lynch, Pierce, Fenner & Smith
    Jacksonville, FL
  • 02/2016 → 03/2022
    Vystar Credit Union
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-15
S63 Uniform Securities Agent State Law Examination 2007-05-11
  • S66 Uniform Combined State Law Examination
    2022-07-15
  • S63 Uniform Securities Agent State Law Examination
    2007-05-11
Other Names
  • Jackie Marie Williams
  • Jackie Marie Ouellette
  • Jacqueline Williams
  • Jacqueline Marie Williams

View on SEC IAPD

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Other Offices

LPL ENTERPRISE, LLC · JACKSONVILLE, FL
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SANCHEZ WEALTH MANAGEMENT GROUP, LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
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