Chief Compliance Officer & Chief Operations Officer · Enclave Advisors, LLC
Jennifer L. McCann
CRD 4935691 · Named on Form ADV at one SEC-registered adviser
At a glance
Enclave Advisors, LLC, an SEC-registered wealth manager based in Austin, TX with $1.1 billion in regulatory assets, lists Jennifer L. McCann on its Form ADV as Chief Compliance Officer & Chief Operations Officer, a control person.
Firms and roles
- Enclave Advisors, LLCChief Compliance Officer & Chief Operations OfficerWealth manager · Austin, TX · $1.1B in regulatory assets
AtlasMembers
Jennifer’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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Colleagues named on the same filings
- Jonathan C. FallsManaging Director, Enclave Advisors, LLC
- Matthew D. GarrettManaging Director, Enclave Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jennifer’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.