Jacquelyn CortrightCRD Number: 1163230
Current Firm: Axa Advisors, LLC
Jacquelyn Cortright (CRD# 1163230) is an Investment Advisor Representative working at Axa Advisors, LLC in Bethesda, MD and has over 17 years of experience in the finance industry.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Axa Advisors, LLC||Bethesda, MD||Sep 2014 - Current||3|
|Gretchen Bolton||Bethesda, MD||Feb 2014 - Sep 2014||< 1|
|Andco, LLC||New York, NY||Dec 2013 - Jan 2014||< 1|
|Lincoln Financial Advisors||Silver Spring, MD||Sep 2013 - Nov 2013||< 1|
|Lpl Financial, LLC||Arlington, VA||Oct 2009 - Oct 2013||4|
|Ubs Financial Services Inc.||Rockville, MD||Jan 2007 - Oct 2009||2|
|Ameriprise Financial Services Inc.||Rockville, MD||Feb 2006 - Jan 2007||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2000|
|S65||NASAA Investment Advisors Law Examination||Sep 2000|
Total Assets Under Management9,867MILLIONS
Total Number of Accounts40,093ACCOUNTS
Average Account Value$246,096
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, 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, VI, VT, WA, WI, WV
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