Jaclyn Small, financial advisor Milwaukee WI
88 score

Jaclyn Small

CRD Number: 6043967
Current Firm: Cleary Gull Advisors Inc.

Jaclyn Small (CRD# 6043967) is an Investment Advisor Representative working at Cleary Gull Advisors Inc. in Milwaukee, WI and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Cleary Gull Advisors Inc. Milwaukee, WI May 2016 - Current < 1
Cleary Gull Inc. Milwaukee, WI Jul 2013 - May 2016 2
Cleary Gull Inc. Milwaukee, WI Jun 2011 - Jul 2013 2
Brown University Providence, RI Sep 2007 - May 2011 3
New England Brokerage Corp. Providence, RI Feb 2010 - Sep 2010 < 1
Brown University Providence, RI Sep 2009 - May 2010 < 1
Del Property Management Toronto, Jun 2008 - Aug 2009 1
Pool People Limited Toronto, May 2007 - Aug 2007 < 1
City Academy Toronto, Sep 2006 - Apr 2007 < 1
Thornhill Secondary School Thornhill, Sep 2003 - Sep 2006 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Jaclyn A. Small
Phone Number: 414-291-4500
Registered State(s):
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    2,087
    MILLIONS
  • Total Number of Accounts
    705
    ACCOUNTS
  • Average Account Value
    $2,959,616
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AZ, CA, CO, FL, GA, IL, IN, MI, MN, MS, NC, NJ, NM, NV, NY, OH, SC, TN, TX, VA, WA, WI

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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