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Inactive

Jackie S Fontana

Chevy Chase Trust Company

Bethesda, MD

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Current Employers
Chevy Chase Trust Company

7501 Wisconsin Avenue 15Th Floor, Bethesda, MD 20814 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-11
DC RA APPROVED 2025-02-28
MD RA APPROVED 2025-02-25
VA RA APPROVED 2025-02-25
  • TX RA
    APPROVED
    Since 2025-09-11
  • DC RA
    APPROVED
    Since 2025-02-28
  • MD RA
    APPROVED
    Since 2025-02-25
  • VA RA
    APPROVED
    Since 2025-02-25

Branch Locations

7501 Wisconsin Avenue 15Th Floor, Bethesda, MD 20814 • 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
Fbb Capital Partners Bethesda MD 01/2022 12/2024
Unemployed Silver Spring MD 07/2012 08/2020
Fbb Capital Partners Bethesda MD 09/2020 01/2022
Chevy Chase Trust Company Bethesda MD 01/2025 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-01-21
  • S63 Uniform Securities Agent State Law Examination
    1998-01-21
Designations
Other Names
  • Sang-Yun Lee
  • Jacqueline Lee
  • Jackie S Lee

View on SEC IAPD

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KALAMATA ASSET MANAGEMENT LLC · BETHESDA, MD
GLASSY MOUNTAIN ADVISORS, INC. · BETHESDA, MD
NOORDZEE CAPITAL LLC · BETHESDA, MD
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · BETHESDA, MD
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