Chief Operations Officer, Chief Compliance Officer · Triangle Wealth Management
Jessica R. Sherburne
CRD 3023999 · Named on Form ADV at one SEC-registered adviser
At a glance
Triangle Wealth Management, an SEC-registered wealth manager based in Raleigh, NC with $1.3 billion in regulatory assets, lists Jessica R. Sherburne on its Form ADV as Chief Operations Officer, Chief Compliance Officer, a control person.
Firms and roles
- Triangle Wealth ManagementChief Operations Officer, Chief Compliance OfficerWealth manager · Raleigh, NC · $1.3B in regulatory assets
AtlasMembers
Jessica’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
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (8)
- Paul D. ReynoldsCEO, Managing Member, Triangle Wealth Management
- Cathy L. ThomasMember, Triangle Wealth Management
- Kathleen W. BurkettManaging Director, Triangle Wealth Management
- Scott W. LoyekManaging Director, Triangle Wealth Management
- Deborah L. KaufmanManaging Director, Triangle Wealth Management
3 more people named with Jessica on the same filings, with titles and firms. Free in Atlas with a free account.
See all 8 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jessica’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.