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Chief Compliance Officer · Carlin Wealth Management Group, LLC

Teresa A. Jammal

CRD 6875882 · Named on Form ADV at one SEC-registered adviser

At a glance

Carlin Wealth Management Group, LLC, an SEC-registered wealth manager based in Austin, TX with $241 million in regulatory assets, lists Teresa A. Jammal on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Teresa’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
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Teresa’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.