Jill Beaudry is a registered investment advisor, based in Washington, DC, with 6 years of industry experience.
Location
800 Maine Avenue SW, #200, Washington, DC, 20024
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jill is a client relationship & operations manager for CWM, DBA Carson Partners, an SEC registered investment advisory firm, and Family Wealth Guidance, LLC, a DBA for payroll, dedicating about a quarter of her time to each. Jill also provides notary services, spending minimal time on this activity.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Cwm, LLC
Previous Registrations
Infinex Investments, INC.
Infinex Investments, INC.Broker
Raymond James Financial Services, INC.Broker
Infinex Investments, INC.Broker
State Registrations3 states
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