Jeanette McCormick has been an investment adviser representative at Williamson Legacy Group since March 2022, and is not listed among the firm’s executive officers or direct owners. Jeanette McCormick holds a Bachelor of Science in Business Management from Purdue University.
Williamson Legacy Group, LLC is a firm with $183M under management, 348 clients and 5 advisers across 5 offices, as of its March 2026 filing.
Jeanette McCormick is an Investment Advisor Representative of Williamson Legacy Group, based in Noblesville, Indiana. She has been in the financial services industry since 2001, beginning with Merrill Lynch and then First Union Securities. She came back to Wells Fargo Advisors in 2010 to work with the Williamson Legacy Group, which went into private practice as a Registered Investment Advisor group in 2021.
Jeanette McCormick’s longest registration was 11 years at Wells Fargo Clearing Services, LLC (2010–2021). Before joining Williamson Legacy Group in 2022, Jeanette McCormick was registered through Axxcess Wealth Management, LLC and Wells Fargo Clearing Services, LLC.
- Williamson Legacy Group, LLCCurrent– present · 4 yearsCarmel, IN · Adviser representative · Firm CRD 318629
- Axxcess Wealth Management, LLC– · under a yearIndianapolis, IN · Adviser representative · Firm CRD 164081
- Wells Fargo Clearing Services, LLC– · 11 yearsIndianapolis, IN · Adviser representative · Firm CRD 19616
Professional designations
Listed by Williamson Legacy Group
- RICP
Investment adviser representative registrations
Jeanette McCormick is registered as an investment adviser representative in Indiana, since March 2022.
- IndianaSince 20 March 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 18 March 2024 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 30 June 2010 |
| Series 63 | Uniform Securities Agent State Law Examination | 26 July 2002 |
| Series 7 | General Securities Representative Examination | 29 January 2002 |
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jeanette Leann McCormick
- CRD
- 4469805
- Firm
- Williamson Legacy Group · CRD 318629
- Office
- 254 E Carmel Drive, Carmel, IN 46032
- Registration
- Investment adviser registration
- In the industry since
- February 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- williamsonlegacygroup.com
Where does Jeanette McCormick work?
Jeanette McCormick is an investment adviser representative registered through Williamson Legacy Group, LLC since March 2022, and is not listed among the firm’s executive officers or direct owners.
Is Jeanette McCormick a financial advisor?
Yes. Jeanette McCormick has a current investment-adviser registration in Indiana, through Williamson Legacy Group since March 2022.
How many years of experience does Jeanette McCormick have?
Jeanette McCormick has 24 years in the financial industry, since February 2002, across 3 adviser firms.
What exams has Jeanette McCormick passed?
Jeanette McCormick has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 7TO. The earliest, the Series 7, was passed in January 2002. FINRA credited Jeanette McCormick with the SIE, which began in October 2018.
Where did Jeanette McCormick work before Williamson Legacy Group?
Before Williamson Legacy Group, Jeanette McCormick was registered through Wells Fargo Clearing Services, LLC, April 2010 to August 2021.
Where is Jeanette McCormick based?
Jeanette McCormick’s registered office is in Carmel, IN.
Is Jeanette McCormick registered with FINRA?
No. Jeanette McCormick has no current broker registration.
How can I verify Jeanette McCormick’s record?
Search CRD 4469805 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeanette McCormick’s full registration record.
