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Jacquelyn Nicole Joy Girling

Bannerman Wealth

Lewisville, TX

Cypress, TX

CRD 7343512

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Employer firm

Bannerman Wealth CRD 284677

$177M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Bannerman Wealth

2560 King Arthur Blvd Suite 124-46, Lewisville, TX 75056 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-02-25
  • TX RA
    APPROVED
    Since 2021-02-25

Branch Locations

2560 King Arthur Blvd Suite 124-46, Lewisville, TX 75056 • United States

Cypress, TX • 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
Westwood Wealth Management Houston TX 03/2017 09/2019
Bannerman Wealth Cypress TX 09/2019 Present
Texas A&M University College Station TX 01/2014 12/2016
  • 03/2017 → 09/2019
    Westwood Wealth Management
    Houston, TX
  • 09/2019 → Present
    Bannerman Wealth
    Cypress, TX
  • 01/2014 → 12/2016
    Texas A&M University
    College Station, TX
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

EDWARD JONES
KESTRA ADVISORY SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nearby Investors

Stephen Kyle Mullican
JOSHUA KENNETH BANNERMAN
COLLEEN MARIE MARCHETTI

Nearby Offices

EDWARD JONES · LEWISVILLE, TX
KESTRA ADVISORY SERVICES, LLC · Lewisville, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CARROLLTON, TX

More in Lewisville, TX

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