Jacqueline Taylor Wieland

Current Employers

Employment History

• 04/2014 → Present
  Stifel Nicolaus & Co Inc
  Greensboro, NC

Previous Registrations

• 2008-01-01 → 2014-05-09
  Wells Fargo Clearing Services, Llc
  Greensboro, NC
• 2005-01-19 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Greensboro, NC
  Greensboro, NC
  St. Louis, MO
• 1999-10-01 → 2005-01-19
  Wells Fargo Clearing Services, Llc
  Greensboro, NC

Other Businesses

1. VA Tech Carilion Medical School; 2 Riverside Circle Roanoke VA 24016; Medical School; Dean's Advisory Board; Advisor to the Dean on issues ranging from community involvement, educating the Hokie Alumnae about the new medical school, expanding their endowment, etc.; affiliation started 05/31/2017; 8.0 hours per quarter; not during securities trading hours; not investment-related. 2. Women's Resource Center; 628 Summit Ave Greensboro NC 27405; Non profit that connects women in need to other agencies, services, workshops, etc; Member of Finance Committee; Review financial statements; 01/01/2018; 2.00 Hour(s) Per Month; not during securities trading hours; Not Investment-Related. 3. Frank Family Foundation; 1852 Banking Street, #9275, Greensboro, NC 27408; Private family foundation which funds other non-profits and causes related to leadership training; Board Member of the foundation; Assisting with grant selection and reviewing investment performance; 04/06/2020; 2 Hours per Quarter; Not During Securities Trading Hours; Not Investment-Related. 6. Institute of World Politics; 1521 16th Street, NW, Washington, DC 20036; Independent graduate school; Member of Board of Trustees; Bring awareness to the school to recruit new students and potential donors as well as providing advice on strategic planning matters; 03/02/2020; 10 Hours per Quarter; Not During Securities Trading Hours; Not Investment-Related. 7. Community Foundation of Greater Greensboro; 301 N Elm Street, Suite 100, Greensboro, NC 27401; Non-Profit that provides grants throughout the community; Member of Investment Committee; Reviewing Assets; 01/01/2017; 5 Hours per Quarter; Not During Securities Trading Hours; Not Investment-Related. 8. VA Tech Carillion School of Medicine; 2 Riverside Circle, Roanoke, VA 24016; Medical School; Chairman of the Dean's Advisory Board; Advising Dean and taking leadership responsibility of the board; 04/15/2022; 12 Hours per Quarter; Not During Securities Trading Hours; Not Investment-Related.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-04-05
• S63 Uniform Securities Agent State Law Examination
  1984-07-09

Other Names

• Jacqueline T Wieland
• Jacqueline Taylor Alderman
• Jackie Wieland