Best Investors Account Sign in
Inactive

Jackie Dierickx

Total Financial Management, LLC

Poland, OH

Claim This Profile
Current Employers
Total Financial Management, Llc

207 South Main Street, Poland, OH 44514 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-01-07
PA RA APPROVED 2026-01-07
  • OH RA
    APPROVED
    Since 2026-01-07
  • PA RA
    APPROVED
    Since 2026-01-07

Branch Locations

207 South Main Street, Poland, OH 44514 • 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
Propel Schools Pittsburgh PA 08/2015 08/2017
Ellwood City Schools Ellwood City PA 08/2017 08/2021
Willow And Grace New Castle PA 08/2020 08/2023
Autosoft West Middlesex PA 09/2023 11/2024
Total Financial Management Poland OH 11/2024 Present
  • 08/2015 → 08/2017
    Propel Schools
    Pittsburgh, PA
  • 08/2017 → 08/2021
    Ellwood City Schools
    Ellwood City, PA
  • 08/2020 → 08/2023
    Willow And Grace
    New Castle, PA
  • 09/2023 → 11/2024
    Autosoft
    West Middlesex, PA
  • 11/2024 → Present
    Total Financial Management
    Poland, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-04
  • S65 Uniform Investment Adviser Law Examination
    2025-09-04
Other Names
  • Jackie Julian
  • Jackie Russell

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Poland, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor