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Jacqueline Ann Waite

Atwater Wealth Management, Inc.

Boston, MA

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Current Employers
Atwater Wealth Management, Inc.

176 Federal Street 5Th Floor, Boston, MA 02110 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-12-02
  • MA RA
    APPROVED
    Since 2024-12-02

Branch Locations

176 Federal Street 5Th Floor, Boston, MA 02110 • 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
Fidelity Investments Boston MA 08/2018 07/2019
Fidelity Investments Boston MA 08/2019 03/2021
No Employment - Full Time Student Marshfield MA 09/2001 07/2018
Fidelity Investments Marshfield MA 03/2021 11/2021
New World Advisors Llc Hingham MA 11/2021 09/2022
Winsor House Duxbury MA 09/2022 02/2023
Lpl Financial Llc Braintree MA 03/2023 04/2024
Atwater Wealth Management, Inc. Boston MA 10/2024 Present
Lpl Financial Llc Braintree MA 04/2024 08/2024
  • 08/2018 → 07/2019
    Fidelity Investments
    Boston, MA
  • 08/2019 → 03/2021
    Fidelity Investments
    Boston, MA
  • 09/2001 → 07/2018
    No Employment - Full Time Student
    Marshfield, MA
  • 03/2021 → 11/2021
    Fidelity Investments
    Marshfield, MA
  • 11/2021 → 09/2022
    New World Advisors Llc
    Hingham, MA
  • 09/2022 → 02/2023
    Winsor House
    Duxbury, MA
  • 03/2023 → 04/2024
    Lpl Financial Llc
    Braintree, MA
  • 10/2024 → Present
    Atwater Wealth Management, Inc.
    Boston, MA
  • 04/2024 → 08/2024
    Lpl Financial Llc
    Braintree, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-01
S63 Uniform Securities Agent State Law Examination 2019-12-11
  • S65 Uniform Investment Adviser Law Examination
    2023-06-01
  • S63 Uniform Securities Agent State Law Examination
    2019-12-11
Other Names
  • Jacqueline Ann Waite
  • Jacqueline Waite

View on SEC IAPD

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Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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