Jacquelyn Friedrich, financial advisor Asheville NC

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 13 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 12
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
Phone Number: 828-684-2600
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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


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