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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Ann Beauprez is a financial advisor with over 20 years of experience in the financial services industry. Jacqueline currently works with D.A. Davidson & Co. and is registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative, as well as a licensed Investment Advisor Representative in Colorado and Montana. She is also a Series 52, 53, and 24 principal. Jacqueline has a broad range of experience and works with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CO
04/03/2018 - Present
D.a. Davidson & Co. (DENVER CO)
FL
11/01/2012 - 04/10/2017
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
10/17/2012 - 05/05/2016
MORGAN KEEGAN & COMPANY, LLC (ST. PETERSBURG FL)
CO
01/01/2005 - 10/02/2012
D.A. DAVIDSON & CO. (DENVER CO)
NE
09/30/2002 - 01/01/2005
KIRKPATRICK, PETTIS, SMITH, POLIAN INC. (OMAHA NE)
PA
09/01/2001 - 12/07/2001
FISERV SECURITIES, INC. (PHILADELPHIA PA)
CO
04/12/2000 - 09/01/2001
FISERV CORRESPONDENT SERVICES, INC. (DENVER CO)
IA
Issued 04/02/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 02/21/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/08/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
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