Jacqueline LalondeCRD Number: 1371954
Current Firm: Raymond James & Associates, Inc.
Jacqueline Lalonde (CRD# 1371954) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Miami Beach, FL and has over 27 years of experience in the finance industry.
Genesis Wealth Management, Inc.
Efg Asset Management (americas) Corp.
Mml Investors Services, LLC
|Raymond James & Associates, Inc.||Provincetown, MA||Jul 2014 - Current||9|
|Raymond James & Associates, Inc.||Miami Beach, FL||Sep 2010 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1995|
|S65||NASAA Investment Advisors Law Examination||Nov 1995|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management306,121MILLIONS
Total Number of Accounts950,978ACCOUNTS
Average Account Value$321,902
- 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)
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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