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.
CRD# 4774894
Cetera Investment Advisers LLC
CRD# 4724842
Fifth Third Securities, Inc.
CRD# 5616205
J.p. Morgan Securities LLC
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 |
- OH
-
Total Assets Under Management17,218MILLIONS
-
Total Number of Accounts203,427ACCOUNTS
-
Average Account Value$84,640
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.