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Jaqueline Marie Hummel

VERGER CAPITAL MANAGEMENT LLC·WINSTON-SALEM, North Carolina
Clean recordVERGER CAPITAL MANAGEMENT LLC
751 W. FOURTH ST., WINSTON-SALEM, NC 27101CRD# 5039139Firm CRD# 170125

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jaqueline Marie Hummel · WINSTON-SALEM, NC
Registration
CRD #5039139 · VERGER CAPITAL MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jaqueline Marie Hummel 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
Introduction

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03

Firm Overview

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

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5039139
Firm CRD# 170125
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jaqueline Marie Hummel offer?
Jaqueline Marie Hummel specializes in Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in WINSTON-SALEM, North Carolina for a consultation.
What are Jaqueline Marie Hummel's credentials?
Jaqueline Marie Hummel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jaqueline Marie Hummel located?
Jaqueline Marie Hummel 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 Jaqueline Marie Hummel charge for services?
Jaqueline Marie Hummel'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.
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