Chief Executive Officer

Michelle L. Jacko, CSCP

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  • Investment Adviser, Broker-Dealer, Investment Company, Hedge and Private Fund Consultation
  • Registration and Client Disclosure Documents including Forms ADV, Form BD, Form PF, and Contracts
  • SEC, FINRA and State Regulatory Examination and Enforcement matters
  • Annual Reviews, Risk Assessments, and Mock SEC Exams
  • Performance Advertising and Social Media Regulatory Compliance
  • Policies and Procedures, Surveillance and Internal Control Development
  • Cybersecurity Reviews, Regulation S-P, Business Continuity and Succession Planning