Jacquelyn Burns, financial advisor Arcadia OH

Jacquelyn Burns

CRD Number: 7482287
Current Firm: Lincoln Investment

Jacquelyn Burns (CRD# 7482287) is an Investment Advisor Representative working at Lincoln Investment in Arcadia, OH and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Investment Fort Washington, PA Jan 2024 - Current < 1
Lincoln Investment Fort Washington, PA Aug 2023 - Current < 1
Marlene Burns Arcadia, OH Apr 2023 - Current 1
Jacquelyn Burns Fostoria, OH Jan 2023 - Current 1
Magruder Hospital Port Clinton, OH Dec 2021 - Current 2
Burns Financial Solutions LLC Arcadia, OH Dec 2021 - Mar 2023 1
Burns Brewhouse Port Clinton, OH May 2020 - Aug 2022 2
Executive Core Marblehead, OH Aug 2021 - May 2022 < 1
University Of Toledo Toledo, OH Aug 2019 - Aug 2021 2
Firelands Regional Hospital Sandusky, OH Aug 2020 - Jan 2021 < 1
Cleats Bar And Grill Marblehead, OH May 2019 - Aug 2019 < 1
Owens Community College Perrysburg, OH Jan 2019 - May 2019 < 1
The Ohio State University Columbus, OH Aug 2018 - Dec 2018 < 1
A La Carte Cafe Port Clinton, OH May 2018 - Aug 2018 < 1
Hopewell-loudon Local Schools Bascom, OH Jan 2013 - May 2018 5
Conines Country Market Arcadia, OH May 2016 - Jul 2016 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2023
Contact Info for Jacquelyn Burns
Phone Number: 215-887-8111
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    17,218
    MILLIONS
  • Total Number of Accounts
    203,427
    ACCOUNTS
  • Average Account Value
    $84,640
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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