JM
JM

Jeanne Louise Mcveigh

20 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
37 advisors
Number of Clients
1,720 clients
Average Client Portfolio
$908K average
Assets Under Management
$1.6B

Fee Structure

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Location

3255 Hillcrest Park Drive, Suite 109, Medford, OR, 97504

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jeanne works as a seasonal sales associate at Kohl's Department Store since 2015, which is not investment related. This takes less than half of her time and none during trading hours.

Employment History
Current Registrations
Seacrest Wealth Management, LLC
June 2024 - Present · 1 yr 8 mos
Purshe Kaplan Sterling InvestmentsBroker
March 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
May 2008 - April 2009 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1996 - May 1999 · 3 yrs
State Registrations1 state
OR
AdvisorBrokerBoth
Exams
No exam information available for this advisor.