Jacquelyn Girling has been an investment adviser representative at Bannerman Wealth Management Group since February 2021, and is not listed among the firm’s executive officers or direct owners. Jacquelyn Girling holds a Texas A&M.
Bannerman Wealth Management Group, LLC is a Lewisville, TX firm with $177M under management, 163 clients and 4 advisers across 5 offices, as of its June 2026 filing.
Jacquelyn Girling is Director of Financial Planning of Bannerman Wealth. She has worked on complex financial planning cases at financial planning firms in Texas, and joined Bannerman Wealth in 2019. She passed the CFP® exam in 2018 and completed the experience requirement in 2019.
Professional designations
Listed by Bannerman Wealth Management Group
- CFP®
Investment adviser representative registrations
Jacquelyn Girling is registered as an investment adviser representative in Texas, since February 2021.
- TexasSince 25 February 2021
Examinations
No examinations are on Jacquelyn Girling’s record.
- Full name
- Jacquelyn Nicole Joy Girling
- CRD
- 7343512
- Firm
- Bannerman Wealth Management Group · CRD 284677
- Office
- Cypress, TX
- Registration
- Investment adviser registration
- In the industry since
- February 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bannermanwealth.com
Where does Jacquelyn Girling work?
Jacquelyn Girling is an investment adviser representative registered through Bannerman Wealth Management Group, LLC since February 2021, and is not listed among the firm’s executive officers or direct owners.
Is Jacquelyn Girling a financial advisor?
Yes. Jacquelyn Girling has a current investment-adviser registration in Texas, through Bannerman Wealth Management Group since February 2021.
How many years of experience does Jacquelyn Girling have?
Jacquelyn Girling has 5 years in the financial industry, since February 2021, across 1 adviser firm.
Where is Jacquelyn Girling based?
Jacquelyn Girling’s registered office is in Cypress, TX.
Is Jacquelyn Girling registered with FINRA?
No. Jacquelyn Girling has no current broker registration.
Is Jacquelyn Girling a CFP?
Bannerman Wealth Management Group lists Jacquelyn Girling with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Jacquelyn Girling, CFP® biography, bannermanwealth.com
How can I verify Jacquelyn Girling’s record?
Search CRD 7343512 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacquelyn Girling’s full registration record.