Jacqueline Halcomb, financial advisor Grants Pass OR
93 score

Jacqueline Halcomb

CRD Number: 4626896
Current Firm: Edward Jones

Jacqueline Halcomb (CRD# 4626896) is an Investment Advisor Representative working at Edward Jones in Grants Pass, OR and has over 10 years of experience in the finance industry.

Similar Advisors
Royal Standley, financial advisor Grants Pass OR
Royal R. Standley
CRD# 4713890
Oregon Pacific Financial Advisors Inc.
Score
103
Similar Advisors
Lyn Boening, financial advisor Grants Pass OR
Lyn F. Boening
CRD# 2592999
Cetera Advisor Networks LLC
Score
96
Similar Advisors
Nancy Brewold-Johnson, financial advisor Grants Pass OR
Nancy J. Brewold-Johnson
CRD# 1409410
Raymond James Financial Services Advisors, Inc.
Score
96
Company Name Location Dates Years
Edward Jones St Louis, MO Aug 2012 - Current 4
Cuso Financial Services, LP San Diego, CA Oct 2009 - Aug 2012 2
Sofcu Community Credit Union Grants Pass, OR Sep 2006 - Aug 2012 5
Cuna Brokerage Services Inc. Waverly, IA Oct 2001 - Oct 2009 8
Sofcu Community Credit Union Grants Pass, OR Oct 2001 - Sep 2006 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2006
Contact Info for Jacqueline L. Halcomb
Phone Number: 314-515-2000
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

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.