Inactive

Jennelle Brooke Vestal

Crescent Grove Advisors

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Current Employers

Crescent Grove Advisors

100 South Saunders Road Suite 210, Lake Forest, IL 60045 • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2023-12-21

GA RA
APPROVED

Since 2023-12-21

Branch Locations

3290 Northside Parkway Nw Suite 610, Atlanta, GA 30326 • 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

Organization	City	State	From	To
Morgan Stanley	Atlanta	GA	04/2013	06/2023
Crescent Grove Advisors, Llc	Atlanta	GA	06/2023	Present

04/2013 → 06/2023

Morgan Stanley

Atlanta, GA
06/2023 → Present

Crescent Grove Advisors, Llc

Atlanta, GA

Previous Registrations

2013-05-20 → 2023-07-06

Morgan Stanley

Atlanta, GA

Atlanta, GA
2011-04-04 → 2013-04-18

Ubs Financial Services Inc.

Atlanta, GA
2009-11-05 → 2011-04-04

Morgan Stanley

Atlanta, GA

Alpharetta, GA
2008-09-11 → 2009-03-18

Stanford Group Company

Atlanta, GA
2007-08-03 → 2008-09-04

Wells Fargo Clearing Services, Llc

Marietta, GA

Atlanta, GA

Atlanta, GA

Atlanta, GA
2006-08-23 → 2007-05-15

Ameriprise Financial Services, Llc

Alpharetta, GA

Other Businesses

Dog sitting; Not investment related; Atlanta, GA; Independent Contractor; Start date: 09/2014; During business hours: 0; After business hours: 12

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-08-21

S66 Uniform Combined State Law Examination

2006-08-21

Other Names

Janel Brooke Vestal
Brooke Vestal

View on SEC IAPD

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NEWEDGE ADVISORS

EQUITY SERVICES, INC.

Other Investors

PARIMAL H PATEL

CLAYTON SHAWN GIBSON

FRANK THOMAS WATERSON

WILLIAM LEWIS LEVINE

CHAD JOSEPH NORFOLK

SEAN PATRICK COOK

JONATHAN CHRISTOPHER BRISTOW

MEREDITH STRUTT MIGHTY

Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA

HB WEALTH · ATLANTA, GA

BISON WEALTH, LLC · ATLANTA, GA

BRIGHTER INVESTING, PB LLC · ATLANTA, GA

RBC CAPITAL MARKETS, LLC · Atlanta, GA

HB WEALTH · Atlanta, GA

AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA

NEWEDGE ADVISORS · Atlanta, GA

More in Atlanta, GA

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