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Janet Louise Mariconti- Shabman

Envestnet Pmc

Berwyn, PA

Cortlandt Manor, NY

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Current Employers
Envestnet Pmc

1000 Chesterbrook Boulevard , Suite 250, Berwyn, PA 19312 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-10-24
NY RA APPROVED 2024-10-11
  • IL RA
    APPROVED
    Since 2024-10-24
  • NY RA
    APPROVED
    Since 2024-10-11

Branch Locations

1000 Chesterbrook Boulevard , Suite 250, Berwyn, PA 19312 • United States

Cortlandt Manor, NY • 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
Envestnet Asset Management Chicago IL 07/2013 Present
Portfolio Brokerage Services Denver CO 07/2013 12/2019
  • 07/2013 → Present
    Envestnet Asset Management
    Chicago, IL
  • 07/2013 → 12/2019
    Portfolio Brokerage Services
    Denver, CO
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-01-21
S63 Uniform Securities Agent State Law Examination 1986-12-17
  • S65 Uniform Investment Adviser Law Examination
    1992-01-21
  • S63 Uniform Securities Agent State Law Examination
    1986-12-17
Other Names
  • Janet Mariconti
  • Janet Louise Mariconti
  • Janet Louise Shabman

View on SEC IAPD

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