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 16 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||2|
|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
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.