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Jaclyn Marie Shaughnessy

Pathstone

Conshohocken, PA

Englewood, NJ

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Current Employers
Pathstone

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-06-03
  • PA RA
    APPROVED
    Since 2026-06-03

Branch Locations

Eight Tower Bridge 161 Washington Street Suite 1500, Conshohocken, PA 19428 • United States

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • 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
The Vanguard Group, Inc. Malvern PA 06/2011 01/2017
Pathstone Conshohocken PA 06/2026 Present
Mill Creek Capital Advisors, Llc Conshohocken PA 01/2017 05/2026
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-03-19
S63 Uniform Securities Agent State Law Examination 2011-07-19
  • S65 Uniform Investment Adviser Law Examination
    2019-03-19
  • S63 Uniform Securities Agent State Law Examination
    2011-07-19
Other Names
  • Jaclyn Marie Stumpo

View on SEC IAPD

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Other Offices

WELLS FARGO CLEARING SERVICES, LLC · CONSHOHOCKEN, PA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · Conshohocken, PA
ARSENAL CAPITAL ADVISORS LLC · CONSHOHOCKEN, PA
UBS FINANCIAL SERVICES INC. · CONSHOHOCKEN, PA
INDEPENDENT FINANCIAL PARTNERS · Conshohocken, PA
HBKS WEALTH ADVISORS · CONSHOHOCKEN, PA
WILLIAM BLAIR · CONSHOHOCKEN, PA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CONSHOHOCKEN, PA

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