Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaclyn? Claim Your ProfileJaclyn Johnson is a financial advisor with United Advisors America, a registered investment advisor based in Prosper, TX. Jaclyn has been in the financial services industry for over 15 years. Jaclyn offers a variety of services to individuals and families, including financial planning and portfolio management. Jaclyn specializes in helping clients reach their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
1
2
TX
05/22/2024 - Present
United Advisors America (PROSPER TX)
TX
02/26/2018 - 09/11/2019
TD AMERITRADE, INC. (DENTON TX)
TX
04/04/2005 - 02/26/2018
SCOTTRADE, INC. (DENTON TX)
BOTH
Issued 06/19/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Jaclyn Johnson is the right advisor for you? Invested Better is here to help.
