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, PF and BD
  • Performance Advertising and Social Media Regulatory Compliance
  • Policies and Procedures, Internal Control Development and Codes of Ethics
  • Cybersecurity Reviews, Business Continuity and Succession Planning
  • Annual Reviews, Mock SEC Examinations, Risk Assessments and Compliance Training