Inactive

Jacquelyn Nicole Joy Girling

Bannerman Wealth

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Current Employers

Bannerman Wealth

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

Current Registrations

Authority	Category	Status	Date
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

Organization	City	State	From	To
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

View on SEC IAPD

Other Firms

KESTRA ADVISORY SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

J.P. MORGAN SECURITIES LLC

OSAIC WEALTH, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

FARRIS CAPITAL MANAGEMENT INC.

THE HELIX FINANCIAL GROUP

Other Investors

Stephen Kyle Mullican

JOSHUA KENNETH BANNERMAN

COLLEEN MARIE MARCHETTI

Christopher Bernard King

Abdullah Hashmi

Other Offices

EDWARD JONES · LEWISVILLE, TX

KESTRA ADVISORY SERVICES, LLC · Lewisville, TX

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CARROLLTON, TX

J.P. MORGAN SECURITIES LLC · CARROLLTON, TX

OSAIC WEALTH, INC. · LEWISVILLE, TX

OSAIC WEALTH, INC. · LEWISVILLE, TX

STATE FARM INVESTMENT MANAGEMENT CORP. · Carrollton, TX

EDWARD JONES · CARROLLTON, TX

More in Lewisville, TX

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