Jacqueline Distefano (CRD# 7380380) is an Investment Advisor Representative working at Invst, LLC in Colts Neck, NJ and has 1 year of experience in the finance industry.
CRD# 2083423
Main Street Financial Solutions, LLC
CRD# 4874990
Prudential Financial Planning Services
CRD# 2130640
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Invst, Llc Dba Levine Financial Group | Colts Neck, NJ | Feb 2022 - Current | 2 |
| Park Avenue Securities | New York, NY | May 2021 - Jan 2022 | < 1 |
| Afternoon Culture | Freehold, NJ | Apr 2020 - May 2021 | 1 |
| Student | Freehold, NJ | Jan 1999 - Apr 2020 | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2023 |
- NJ
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Total Assets Under Management1,347MILLIONS
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Total Number of Accounts5,139ACCOUNTS
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Average Account Value$262,161
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV
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