Jacqueline Garrett, financial advisor Dublin CA
89 score

Jacqueline Garrett

CRD Number: 6065507
Current Firm: Cuso Financial Services, LP

Jacqueline Garrett (CRD# 6065507) is an Investment Advisor Representative working at Cuso Financial Services, LP in Dublin, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Patelco Credit Union Pleasanton, CA May 2012 - Current 4
Cuso Financial Services, LP San Diego, CA May 2012 - Current 4
Patelco Credit Union San Ramon, CA Feb 2008 - May 2012 4
Easter Seals Bay Area Dublin, CA Sep 2006 - Feb 2008 1
Unemployed Livermore, CA Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for Jacqueline R. Garrett
Phone Number: 858-530-4400
Firm Website: https://cusonet.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,812
    MILLIONS
  • Total Number of Accounts
    14,085
    ACCOUNTS
  • Average Account Value
    $128,623
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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