Jacquelyn Friedrich, financial advisor Asheville NC
101 score

Jacquelyn Friedrich

CRD Number: 4534494
Current Firm: Altavista Wealth Management, Inc.

Jacquelyn Friedrich (CRD# 4534494) is an Investment Advisor Representative working at Altavista Wealth Management, Inc. in Asheville, NC and has over 9 years of experience in the finance industry. Jacquelyn Friedrich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Altavista Wealth Management, Inc. Asheville, NC Mar 2008 - Current 8
Raymond James Financial Services, Inc. Asheville, NC Apr 2007 - Feb 2008 < 1
Starks Financial Group, Inc. Asheville, NC Apr 2007 - Feb 2008 < 1
Boys, Arnold & Company Asheville, NC Nov 1997 - Apr 2007 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2007
Contact Info for Jacquelyn S. Friedrich
By the Numbers
  • Total Assets Under Management
    360
    MILLIONS
  • Total Number of Accounts
    782
    ACCOUNTS
  • Average Account Value
    $460,568
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

LA, NC, SC, TX

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BADGES
101
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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