Jacqueline Yapp, financial advisor Beverly Hills CA

Jacqueline Yapp

CRD Number: 2270080
Current Firm: Siebert Advisornxt, LLC

Jacqueline Yapp (CRD# 2270080) is an Investment Advisor Representative working at Siebert Advisornxt, LLC in Beverly Hills, CA and has 1 year of experience in the finance industry. Jacqueline Yapp 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.

Similar Advisors
Brandon Averill, financial advisor Beverly Hills CA
Brandon L. Averill
CRD# 5781614
Awm Capital, LLC
Similar Advisors
John Defonso, financial advisor Beverly Hills CA
John P. Defonso
CRD# 6406556
Aqua Capital Advisors
Similar Advisors
Jason Stein, financial advisor Beverly Hills CA
Jason A. Stein
CRD# 6232434
Bluepoint Wealth Advisors
Professional Designations
Company Name Location Dates Years
Siebert Advisornxt Beverly Hills, CA Jul 2022 - Current 1
Wealthsource Partners, LLC Century City, CA Jan 2016 - Jul 2022 6
Avant-garde Advisors LLC Century City, CA Dec 2011 - Dec 2016 5

Jacqueline Yapp has no recent exams reported.
Contact Info for Jacqueline B. Yapp
Phone Number: 800-872-0444
Registered State(s):
  • CA
  • FL
  • HI
  • NV
  • NJ
  • NY
  • WI
By the Numbers
  • Total Assets Under Management
    213
    MILLIONS
  • Total Number of Accounts
    544
    ACCOUNTS
  • Average Account Value
    $390,880
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, LA, MA, MD, ME, MI, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI

Ready to hire a financial advisor? Get competitive proposals from Jacqueline Yapp and other advisors.
BADGES

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 derived from SEC.gov data covering 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.

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.