Jeanne Tackett has been Chief Compliance Officer/Vice President of Operations of Total Clarity Wealth Management since July 2006, is a control person of the firm and directly owns between 5% and 10% of it.
Total Clarity Wealth Management, Inc is a St. Charles, IL firm with $755M under management, 1,038 clients and 20 advisers across 12 offices, as of its July 2026 filing.
Jeanne Tackett’s longest registration is the current one, 19 years at Total Clarity Wealth Management since 2007.
- Cetera Advisor Networks LLC– · 11 yearsCrystal Lake, IL · Adviser representative · Firm CRD 13572
- – present · 19 yearsSt. Charles, IL · Adviser representative · Firm CRD 142728
Investment adviser representative registrations
Jeanne Tackett is registered as an investment adviser representative in 2 states. The first approvals date from April 2007; the most recent is Texas, in November 2020.
- IllinoisSince 12 April 2007
- TexasSince 9 November 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 52TO | Municipal Securities Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 53 | Municipal Securities Principal Examination | 9 April 2010 |
| Series 24 | General Securities Principal Examination | 25 June 2007 |
| Series 66 | Uniform Combined State Law Examination | 2 April 2007 |
| Series 7 | General Securities Representative Examination | 2 February 2007 |
- Name
- Municipal Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Municipal Securities Principal Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jeanne Marie Tackett
- CRD
- 5257777
- Firm
- Total Clarity Wealth Management · CRD 142728
- Role
- Chief Compliance Officer/Vice President of Operations
- Office
- 525 TYLER RD, SUITE T, St. Charles, IL 60174
- Registration
- Investment adviser and broker registrations
- In the industry since
- February 2007
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Jeanne Tackett work?
Jeanne Tackett has been Chief Compliance Officer/Vice President of Operations of Total Clarity Wealth Management, Inc since July 2006, and is a control person of the firm.
Is Jeanne Tackett a financial advisor?
Yes. Jeanne Tackett has a current investment-adviser registration in Illinois and Texas, through Total Clarity Wealth Management since April 2007.
How many years of experience does Jeanne Tackett have?
Jeanne Tackett has 19 years in the financial industry, since February 2007, across 2 adviser firms.
What exams has Jeanne Tackett passed?
Jeanne Tackett has passed 5 licensing exams: the Series 7, Series 66, Series 24, Series 53 and Series 52TO. The earliest, the Series 7, was passed in February 2007. FINRA credited Jeanne Tackett with the SIE, which began in October 2018.
Where is Jeanne Tackett based?
Jeanne Tackett’s registered office is in St. Charles, IL.
Is Jeanne Tackett registered with FINRA?
Yes. Jeanne Tackett has a current broker registration, under CRD 5257777.
Source: FINRA BrokerCheck
How can I verify Jeanne Tackett’s record?
Search CRD 5257777 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jeanne Tackett’s full registration record.
