Jeanne Enright (CRD# 1368821) is an Investment Advisor Representative working at Southcol Advisors in Glen Ellyn, IL and has over 22 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
Company Name | Location | Dates | Years |
---|---|---|---|
Southcol Advisors, LLC | Miami, FL | Jul 2020 - Current | 3 |
Jeanne Enright Consulting | Glen Ellyn, IL | Oct 2019 - Current | 4 |
Adams Street Partners | Chicago, IL | Mar 2017 - Sep 2019 | 2 |
Foreside Fund Services, LLC | Chicago, IL | Feb 2018 - Aug 2018 | < 1 |
William Blair & Co LLC | Chicago, IL | Nov 2009 - Feb 2017 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2001 |
- IL
-
Total Assets Under Management127MILLIONS
-
Total Number of Accounts25ACCOUNTS
-
Average Account Value$5,075,514
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
FL, IL, TX
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