Jacqueline Tao, financial advisor Los Angeles CA
90 score

Jacqueline Tao

CRD Number: 6177319
Current Firm: Miracle Mile Advisors, LLC

Jacqueline Tao (CRD# 6177319) is an Investment Advisor Representative working at Miracle Mile Advisors, LLC in Los Angeles, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Miracle Mile Advisors, LLC Los Angeles, CA Dec 2016 - Current 1
Cetera Investment Advisers LLC Pasadena, CA Apr 2014 - Dec 2016 2
East West Bank Pasadena, CA Nov 2013 - Dec 2016 3
Cetera Investment Services LLC St Cloud, MN Nov 2013 - Dec 2016 3
Cetera Investment Services LLC St. Cloud, MN Mar 2013 - Nov 2013 < 1
Cathay Bank El Monte, CA Dec 2012 - Nov 2013 < 1
Bar Louie Arcadia, CA Jul 2012 - Dec 2012 < 1
Optimal Health Walnut, CA Dec 2011 - Jun 2012 < 1
Luxy 101 City Of Industry, CA Jul 2011 - Feb 2012 < 1
Good People La Puente, CA Jun 2010 - Jun 2011 1
Excellent Secretary City Of Industry, CA Jun 2008 - Jun 2010 2
Borders Brea, CA Sep 2007 - Jun 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for Jacqueline Y. Tao
Phone Number: (310) 246-1243
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    754
    MILLIONS
  • Total Number of Accounts
    677
    ACCOUNTS
  • Average Account Value
    $1,113,435
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
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

CA, HI, NV, NY, TX

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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