Jacqueline DeweseCRD Number: 5062157
Current Firm: J.p. Morgan Securities LLC
Jacqueline Dewese (CRD# 5062157) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Magnolia, TX and has over 15 years of experience in the finance industry. Jacqueline Dewese has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Valic Financial Advisors, Inc.
Equitable Advisors, LLC
Lpl Financial LLC
|J.p. Morgan Securities Inc.||The Woodlands, TX||Jan 2008 - Current||13|
|Wildtree||Montgomery, TX||Feb 2016 - Jun 2018||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2006|
Total Assets Under Management188,264MILLIONS
Total Number of Accounts729,091ACCOUNTS
Average Account Value$258,218
- A percentage of assets under your management
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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