Jennifer Dacey Viglucci

Employer firm

William Blair CRD 1252

$64.3B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• EQUITY RESEARCH SERVICES

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2007 → 01/2019
  Brown Advisory Securities, Llc
  Baltimore, MD
• 01/2019 → Present
  William Blair
  Chicago, IL

Previous Registrations

• 2003-10-17 → 2019-01-28
  Brown Advisory Securities, Llc
  Baltimore, MD
  Baltimore, MD
• 2003-01-08 → 2003-10-10
  Brown Advisory Securities, Llc
  Baltimore, MD
• 2000-09-08 → 2003-01-14
  Deutsche Bank Securities Inc.
  Baltimore, MD

Other Businesses

Roland Park Civic League/5115 Roland Ave Baltimore MD 21210 - The Roland Park Civic League is a civic governing body that addresses matters affecting the interests of residents. Its purpose is to foster the common good and welfare of its members, to take action on those matters of mutual interest, and to otherwise represent the people of Roland Park. Mrs. Viglucci serves as Treasurer of the Roland Park Civic League (May 2018). Approximately 10 hours per month are dedicated to this activity.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-12-19
• S63 Uniform Securities Agent State Law Examination
  1996-08-16

Other Names

• Jennifer Dacey Barnett
• Jennifer Dacey Barrett
• Jennifer Dacey Barrett
• Jennifer Dacey Viglucci
• Jennifer Viglucci