Michelle Lynn Jacko

Michelle Lynn Jacko

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Rating: 6.9

Licensed for 25 years

Financial markets and services Lawyer at San Diego, CA
Practice Areas: Financial Markets and Services

1350 Columbia Street, Suite 300, San Diego, CA

About Michelle

Practice Areas

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Licenses

Licensed in California for 25 years

State: California

Acquired: 2000

Active

No misconduct found

Location

Jacko Law Group, PC

1350 Columbia Street, Suite 300, San Diego, CA, 92101

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Michelle Lynn Jacko's Reviews

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Experience

Rating:  6.9 (Good)

Associations

2000 - Present

State Bar of California

Member

2000 - Present

San Diego County Bar Association

Member

American Bar Association

Member

Education

1996

St Mary's University of San Antonio School of Law

JD - Juris Doctor

1993

University of San Diego

BA - Bachelor of Arts

Speaking Engagements

2007

NSCP - National Membership Meeting (Washington DC)

IA Compliance for Beginners (Elementary Level); and IA — Wrap-Fee Accounts: Managed Accounts and Multi-Discipline Portfolios

2007

NRS - 22nd Annual Fall Compliance Conference (Huntington Beach, CA)

Advertising Compliance: SEC Performance and GIPS Guide

2007

IMS Consulting (Napa Valley, CA)

IA Performance Advertising and Marketing

2007

FRA - Dual Registrant Symposium (New York, NY)

Defining the Supervision Obligation and the Differences Between Broker-Dealers and Investment Advisers; and CCO Best Practices and Compliance Program Issues for the Dually Registered

2007

Financial Research Associates' (FRA) 3rd Annual Marketing & Advertising Compliance Forum (New York, NY)

Cross-Channel Marketing Compliance and Managing Conflicts of Interest within a Multi-Line Business; and How to Conduct the Annual Compliance Review

2006

National Society of Compliance Professionals (NSCP) National Meeting

Designing Internal Controls and Writing and Implementing Policies and Procedures

2006

National Society of Compliance Professionals (NSCP) National Meeting

Investment Adviser Fundamentals of Compliance

2006

BD Week's Annual Fall Compliance Conference

Risk Management and Conflicts of Interest: Conducting Compliance Reviews

2006

National Regulatory Services' (NRS) 21st Annual Fall Compliance Conference

New and Old Form ADV Disclosure Requirements

2006

Financial Research Associates' (FRA) 6th Annual Investment Adviser Compliance Forum

Testing Your Compliance Policies and Procedures

2006

FRA's 6th Annual Investment Adviser Compliance Forum

Hands-On Experience With the 1940 Act

2006

FRA's REG NMS and Soft Dollar Compliance Forum

Learn How to Prepare and Thrive Through an SEC Audit

2006

FRA's 5th Annual Investment Adviser Compliance Forum

The Key Elements of a Successful Compliance Program

2006

FRA's 5th Annual Investment Adviser Compliance Forum

State of the State: Compliance Program Benchmarking - Where do you Rank?

2006

NRS's 21st Annual Spring Compliance Conference

Creating an Accurate and Effective Disclosure Document

2006

NSCP's West Coast Regional Meeting

IA Changing Complexion of the Chief Compliance Officer and the Compliance Department

2006

FRA's 4th Annual Investment Adviser Compliance Forum

The Deadline Approaches: How to Conduct the Annual Compliance Review

Publications

2007

Charles Schwab — White Paper Legal Considerations When Transitioning to

2006

National Society of Compliance Professionals Currents - Developments Under NASD Rule 3012 - Supervisory Control Systems

2006

National Society of Compliance Professionals Currents - Developments Under NASD Rule 3012 - Supervisory Control Systems

2006

National Society of Compliance Professionals Hot Topics Annual Compliance and Supervision Certification: Lessons Learned by Broker-Dealers

2006

National Society of Compliance Professionals Investment Adviser Compliance Programs: What CCOs Learned In the First 18-Months

2006

National Society of Compliance Professionals Investment Adviser Compliance Programs: What CCOs Learned In the First 18-Months

2005

National Society of Compliance Professionals (NSCP) Currents Balancing the Roles of CCO and Legal Counsel

2005

National Society of Compliance Professionals (NSCP) Currents Balancing the Roles of CCO and Legal Counsel

2004

Compliance Reporter The CCO & Legal Counsel Role in One (Practitioner's Corner)

2001

National Society of Compliance Professionals (NSCP) Currents IARD Conversion Q&A
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