Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Marie Lewis is a financial advisor with over 20 years of experience in the financial services industry. Jacqueline currently works at Mariner Independent, where she specializes in financial planning, portfolio management, and pension consulting. She previously worked for Wells Fargo Clearing Services, LLC, Wells Fargo Investments, LLC, and J.P. Morgan Securities Inc. Jacqueline is a Certified Financial Planner (CFP®) and holds the Series 63, Series 65, and Series 7 licenses. Jacqueline is also a director of Wealth with Options, offering investment advisory services through the Mariner platform.
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.
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
CA
03/01/2022 - Present
Mariner Independent (San Diego CA)
CA
01/03/2011 - 02/01/2019
WELLS FARGO CLEARING SERVICES, LLC (SAN DIEGO CA)
CA
08/05/2004 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SAN DIEGO CA)
NY
12/14/2000 - 09/12/2002
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
IA
Issued 03/09/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Jacqueline Lewis is the right advisor for you? Invested Better is here to help.
