Best Investors Account Sign in
Inactive

Jacquelynn Marie Capriano

Your Wealth Matters LLC

St. Louis, MO

CRD 6617969

Claim This Profile
Employer firm

Your Wealth Matters LLC CRD 281134

$71.0M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • PORTFOLIO ANALYSIS (MRI) SERVICES

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

Current Employers
Your Wealth Matters Llc

10733 Sunset Office Drive Suite 425, St. Louis, MO 63127 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2016-02-24
  • MO RA
    APPROVED
    Since 2016-02-24

Branch Locations

10733 Sunset Office Drive Suite 425, St. Louis, MO 63127 • 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
Your Estate Matters Llc Saint Louis MO 03/2012 Present
Your Wealth Matters Llc Saint Louis MO 02/2016 Present
  • 03/2012 → Present
    Your Estate Matters Llc
    Saint Louis, MO
  • 02/2016 → Present
    Saint Louis, MO
Other Businesses

I am a lawyer and partner at Your Estate Matters, L.L.C. d/b/a Amen, Gantner & Capriano. We are an estate planning and elder law firm. I receive a salary from this business and 25% of the profits from the business.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-01-27
  • S65 Uniform Investment Adviser Law Examination
    2016-01-27
Other Names
  • Jacquelynn M Powers

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in St. Louis, MO

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor