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Jennifer Ann Sweeney

Waverly Advisors, LLC

Birmingham, AL

Baltimore, MD

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Current Employers
Waverly Advisors, Llc

600 University Park Place Suite 501, Birmingham, AL 35209 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-03-21
  • MD RA
    APPROVED
    Since 2025-03-21

Branch Locations

600 University Park Place Suite 501, Birmingham, AL 35209 • United States

1801 Porter Street Suite 500, Baltimore, MD 21230 • 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
Grant/Grossmendelsohn, Llc Baltimore MD 08/2015 08/2025
Waverly Advisors, Llc Baltimore MD 03/2025 Present
  • 08/2015 → 08/2025
    Grant/Grossmendelsohn, Llc
    Baltimore, MD
  • 03/2025 → Present
    Waverly Advisors, Llc
    Baltimore, MD
Previous Registrations
  • 2015-11-25 → 2025-08-05
    Ggm Wealth Advisors
    Baltimore, MD
  • 2014-08-28 → 2015-08-31
    1St Global Advisors Inc
    Timonium, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-08-28
  • S66 Uniform Combined State Law Examination
    2014-08-28
Other Names
  • Jennifer Ann Marshall

View on SEC IAPD

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