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Jeanne Mcveigh

Seacrest Wealth Management, LLC
21 Years of Experience
Medford, OR
Broker
View SEC Summary
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Jeanne Mcveigh is a registered investment advisor at Seacrest Wealth Management, LLC, based in Medford, OR, with 21 years of industry experience. Jeanne is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Divorce Planning, Education Planning, and 5 more. Their firm serves 1,498 clients with $1.5B in assets under management.

Seacrest Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
35 advisors
Number of Clients
1,498 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees vary up to 2.00% annually based on the size and complexity of the relationship. Fees are negotiable at the advisor's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

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 · 2 yrs 4 mos
Purshe Kaplan Sterling InvestmentsBroker
March 2009 - Present · 17 yrs 7 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

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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