Jacalyn Ferreira (CRD# 1025472) is an Investment Advisor Representative working at Eaton Financial Group in Coral Springs, FL and has over 40 years of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 6480437
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eaton Financial Holdings Company, LLC | Boca Raton, FL | Dec 2022 - Current | 1 |
| Royal Capital Management LLC | Boca Raton, FL | Oct 1997 - Current | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1983 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2015 |
- FL
-
Total Assets Under Management433MILLIONS
-
Total Number of Accounts1,953ACCOUNTS
-
Average Account Value$221,629
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, NC, NJ, NY, OH, PA, TX
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