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Janice Jean Hennessy

Shankervalleau Wealth Advisors, Inc.

Skokie, IL

CRD 6418408

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Employer firm

Shankervalleau Wealth Advisors, Inc. CRD 117527

$645M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Shankervalleau Wealth Advisors, Inc.

5215 Old Orchard Road Suite 850, Skokie, IL 60077 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2015-02-09
  • IL RA
    APPROVED
    Since 2015-02-09

Branch Locations

5215 Old Orchard Road Suite 850, Skokie, IL 60077 • 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
Shankervalleau Wealth Advisors, Inc. Skokie IL 09/2014 Present
Other Businesses

- ShankerValleau Accountants, Inc. - Accounting firm - Not investment-related - 5215 Old Orchard Road Ste 850, Skokie IL 60077 - Position: Accountant - Start Date: 9/2014 - Devotes a portion of her time per month - Duties: Tax preparation assistance

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-02-09
  • S65 Uniform Investment Adviser Law Examination
    2015-02-09
Designations
  • Certified Financial Planner
Other Names
  • Janice J. Backer

View on SEC IAPD

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