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Jacky Louis Petit-Homme

Liberty One Wealth Advisors

Philadelphia, PA

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Current Employers
Liberty One Wealth Advisors

2001 Market St. Suite 2500, Philadelphia, PA 19103 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-09-12
  • PA RA
    APPROVED
    Since 2021-09-12

Branch Locations

2001 Market St. Suite 2500, Philadelphia, PA 19103 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Philadelphia PA 08/2015 09/2021
Bank Of America, N.A. Philadelphia PA 09/2017 09/2021
Liberty One Wealth Advisors Philadelphia PA 09/2021 Present
Previous Registrations
Other Businesses

Name of outside business organization: Rental Property Investment related: No Address of business: 1730 N 29th Street, Philadelphia PA 19121 Nature of business: Rental prperty Position, title, association: Owner, landlord Start date of relationship: 6/15/2018 Number of hours/month devoted: less than 1 hour Number of hours devoted during trading hours: 0 Duties: Owner and landlord; maintenance, pick up rent For profit or not for profit: Non-Profit Organization Name of outside business organization: Big Brothers Big Sisters Investment related: No Address of business: Philadelphia, Pennsylvania 19109 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 10/1/2018 Number of hours devoted: 4 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Internal group to help facilitate recruiting activities and provide resources for volunteers. Name of outside business organization: Liberty One Private Risk Investment related: No Address of business: Philadelphia, Pennsylvania 19109 Nature of business: Insurance Position, title, association: Managing Director Start date of relationship: 3/2024 Number of hours devoted: 10 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: providing insurance solutions to its clients

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-01-22
S63 Uniform Securities Agent State Law Examination 2014-08-21
  • S66 Uniform Combined State Law Examination
    2016-01-22
  • S63 Uniform Securities Agent State Law Examination
    2014-08-21
Designations
Other Names
  • Jacky L Homme

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