Jill Renee Beaudry

Current Employers

Employment History

• 08/2016 → 12/2018
  Infinex Investments/Community Wealth Advisors
  Waldorf, MD
• 12/2018 → 07/2019
  Raymond James Financial Services, Llc
  Fredericksburg, VA
• 12/2018 → 07/2019
  Atlantic Union Bank
  Fredericksburg, VA
• 07/2019 → 02/2021
  Infinex Investments, Inc
  Meriden, CT
• 07/2019 → 02/2021
  Community Bank Of The Chesapeake
  Fredericksburg, VA
• 07/2022 → Present
  Cwm, Dba Carson Partners - Crd # 155344
  Washington, DC
• 07/2022 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 02/2021 → 07/2022
  Tww Llc
  Raleigh, NC
• 07/2022 → Present
  Family Wealth Guidance, Llc
  Washington, DC
• 12/2021 → 07/2022
  Cetera Advisor Networks Llc
  El Segundo, CA

Previous Registrations

• 2020-09-21 → 2021-02-19
  Osaic Institutions, Inc.
  Fredericksburg, VA
  Chapel Hill, NC
  California, MD
  Waldorf, MD

Other Businesses

1. NAME OF OTHER BUSINESS: CWM, DBA CARSON PARTNERS - CRD # 155344 INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING AND ADDITIONAL ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: CLIENT RELATIONSHIP & OPERATIONS MANAGER START DATE: 7/2022 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: OPERATIONAL SUPPORT TO REP WHEN NEEDED; 2. NAME OF OTHER BUSINESS: FAMILY WEALTH GUIDANCE, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR PAYROLL START DATE: 7/2022 POSITION/TITLE/RELATIONSHIP: CLIENT RELATIONSHIP AND OPERATIONS MANAGER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: BACK OFFICE OPERATIONS; 3. NAME OF OTHER BUSINESS: NOTARY PUBLIC COMMISSION; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: NOTARIZING DOCUMENTS ; START DATE: 01/2021; POSITION/TITLE/RELATIONSHIP: NOTARY ; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: NOTARIZING DOCUMENTS ;

Exams

• S66 Uniform Combined State Law Examination
  2020-09-19
• S63 Uniform Securities Agent State Law Examination
  2019-01-28

Other Names

• Jill Potter
• Jill Renee Potter
• Jill Renee Southers