AdvisorOS Directory
Claim Profile
JT

Jacqueline Anne Travisano

VERGER CAPITAL MANAGEMENT LLC·WINSTON-SALEM, North Carolina
Unclaimed Profile
751 W. FOURTH ST., WINSTON-SALEM, NC 27101CRD# 7803629Firm CRD# 170125
01

About

Jacqueline Anne Travisano is a registered financial advisor based in WINSTON-SALEM, North Carolina, affiliated with VERGER CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
VERGER CAPITAL MANAGEMENT LLC
VERGER CAPITAL MANAGEMENT
AUM
$2.7B
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at VERGER CAPITAL MANAGEMENT LLC →
Services
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7803629
Firm CRD# 170125
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WINSTON-SALEM?

Browse all registered financial advisors in WINSTON-SALEM, North Carolina or claim this profile if it's yours.

Browse WINSTON-SALEM AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Jacqueline Anne Travisano offer?
Jacqueline Anne Travisano specializes in Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in WINSTON-SALEM, North Carolina for a consultation.
What are Jacqueline Anne Travisano's credentials?
Jacqueline Anne Travisano is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jacqueline Anne Travisano located?
Jacqueline Anne Travisano is based in WINSTON-SALEM, North Carolina, working with VERGER CAPITAL MANAGEMENT LLC. Their office serves clients in the WINSTON-SALEM metropolitan area and surrounding communities.
How does Jacqueline Anne Travisano charge for services?
Jacqueline Anne Travisano'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 VERGER CAPITAL MANAGEMENT LLC?
VERGER CAPITAL MANAGEMENT LLC has approximately 16 employees and manages $2.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in WINSTON-SALEM
Michael Andrew Carter — VERGER CAPITAL MANAGEMENT LLCCharles Collett Patton — MIMOSA INVESTMENT MANAGEMENT, LLCRobert Hairston Kluttz — MIMOSA INVESTMENT MANAGEMENT, LLCDavid Wright Dupree — VERGER CAPITAL MANAGEMENT LLCSr. Kenneth Brown — KENSINGTON FINANCIAL GROUP, INC.
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile