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Jacqueline Lee Charnley

INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION·WASHINGTON, District of Columbia
INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION
777 NORTH CAPITOL STREET NE, SUITE 600, WASHINGTON, DC 20002-4240CRD# 5776647Firm CRD# 108783

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jacqueline Lee Charnley · WASHINGTON, DC
Registration
CRD #5776647 · INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Jacqueline Lee Charnley is a registered financial advisor based in WASHINGTON, District of Columbia, affiliated with INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION
MISSIONSQUARE RETIREMENT
AUM
$6.1B
Regulatory assets under management
Employees
623
Total firm employees
View all advisors at INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5776647
Firm CRD# 108783
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jacqueline Lee Charnley offer?
Jacqueline Lee Charnley specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WASHINGTON, District of Columbia for a consultation.
What are Jacqueline Lee Charnley's credentials?
Jacqueline Lee Charnley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jacqueline Lee Charnley located?
Jacqueline Lee Charnley is based in WASHINGTON, District of Columbia, working with INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION. Their office serves clients in the WASHINGTON metropolitan area and surrounding communities.
How does Jacqueline Lee Charnley charge for services?
Jacqueline Lee Charnley's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION?
INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION has approximately 623 employees and manages $6.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION

Mona Hatsuko Miyasato
WASHINGTON, DC
Cynthia Fryer Steer
WASHINGTON, DC
Gregory J. Dyson
WASHINGTON, DC
Joseph Victor Coyne
WASHINGTON, DC
Lynne Carole Smith
WASHINGTON, DC
Opal Dlynn Mauldin-Jones
WASHINGTON, DC

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