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Jacqueline Suzanne Mcneely

Wells Fargo Advisors Financial Network, LLC

Dublin, OH

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Current Employers
Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-07-27
OH RA APPROVED 2020-11-17
  • TX RA
    APPROVED
    Since 2021-07-27
  • OH RA
    APPROVED
    Since 2020-11-17

Branch Locations

6767 Longshore Street, Dublin, OH 43017 • 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
The Citizens Banking Company Dublin OH 03/2013 08/2017
Lpl Financial Llc Dublin OH 03/2013 08/2017
Unemployed Delaware OH 08/2017 11/2017
Jp Morgan Securities, Llc Columbus OH 11/2017 03/2018
Wells Fargo Advisors Financial Network, Llc Dublin OH 05/2018 Present
Unemployed Delaware OH 03/2018 05/2018
  • 03/2013 → 08/2017
    The Citizens Banking Company
    Dublin, OH
  • 03/2013 → 08/2017
    Lpl Financial Llc
    Dublin, OH
  • 08/2017 → 11/2017
    Unemployed
    Delaware, OH
  • 11/2017 → 03/2018
    Jp Morgan Securities, Llc
    Columbus, OH
  • 05/2018 → Present
    Wells Fargo Advisors Financial Network, Llc
    Dublin, OH
  • 03/2018 → 05/2018
    Unemployed
    Delaware, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-17
  • S66 Uniform Combined State Law Examination
    2020-11-17
Other Names
  • Jacqueline Suzanne Stevens
  • Jackie S Stevens
  • Jackie S Mcneely

View on SEC IAPD

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BROOKSTONE WEALTH ADVISORS, LLC
VOYA FINANCIAL ADVISORS, INC.
GOLDEN RESERVE RETIREMENT, LLC

Other Investors

WILLIAM KEITH ROOT
Jacob Palmer Martin
Michael Klubnik
JESSICA ANNE Hultberg
Timothy Joseph Burkett
Abigail Rose
ANDREW PAUL KEELER
MARK D BEAVER

Other Offices

KEELER & NADLER FAMILY WEALTH · DUBLIN, OH
PFS INVESTMENTS INC. · DUBLIN, OH
PFS INVESTMENTS INC. · DUBLIN, OH
DELTA CAPITAL MANAGEMENT, INC. · DUBLIN, OH
MORGAN STANLEY · Dublin, OH
CETERA INVESTMENT ADVISERS LLC · DUBLIN, OH
BROOKSTONE WEALTH ADVISORS, LLC · Dublin, OH
VOYA FINANCIAL ADVISORS, INC. · Dublin, OH

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