Jacqueline Goodreau (CRD# 4185950) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Costa Mesa, CA and has over 23 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Advisor Networks LLC | El Segundo, CA | Feb 2024 - Current | < 1 |
| Sovran Advisors Llc - Crd 329415 | Costa Mesa, CA | Feb 2024 - Current | < 1 |
| Cetera Investment Advisers LLC | Schaumburg, IL | Feb 2024 - Current | < 1 |
| Directpath Financial, Planning, Investments, & Insurance Solutio | Costa Mesa, CA | Dec 2021 - Current | 2 |
| Mml Investors Services, LLC | Costa Mesa, CA | Mar 2017 - Feb 2024 | 6 |
| Massmutual Life Insurance Co | Costa Mesa, CA | Jul 2016 - Feb 2024 | 7 |
| Metlife Securities Inc. | Carlsbad, CA | May 2000 - Mar 2017 | 16 |
| Metropolitan Life Insurance Co | Carlsbad, CA | May 2000 - Jul 2016 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2000 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2007 |
- CA
- TX
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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, MA, 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, WY
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