Jacqueline ReichCRD Number: 1313370
Current Firm: Janney Montgomery Scott LLC
Jacqueline Reich (CRD# 1313370) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Naples, FL and has over 23 years of experience in the finance industry.
Riverglades Family Offices, LLC
Independent Financial Partners
Aci Wealth Advisors
|Janney Montgomery Scott, LLC||Naples, FL||May 2015 - Current||1|
|Rbc Capital Markets Corporation||Naples, FL||Mar 2008 - May 2015||7|
|Rbc Dain Rauscher Inc.||Minneapolis, MN||Feb 2004 - Mar 2008||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1993|
Total Assets Under Management19,593MILLIONS
Total Number of Accounts60,602ACCOUNTS
Average Account Value$323,312
- A percentage of assets under your management
- 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)
- Educational seminars/workshops
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
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