linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jacqueline Rae Webster

Cahaba Wealth Management, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your Profile

About Jacqueline Rae Webster

Jacqueline Rae Webster is a financial advisor who has been in the industry since 2013. She is currently registered with Cahaba Wealth Management, Inc., and is licensed in Tennessee and Texas. Prior to joining Cahaba Wealth Management, Inc., Jacqueline worked at UBS Financial Services Inc. and Wells Fargo Advisors, LLC. Jacqueline offers financial planning and portfolio management services to a wide range of clients, including individuals, families, and businesses. She has a passion for helping clients achieve their financial goals and is committed to providing them with personalized advice and guidance.

Firm Information

Jacqueline Webster is currently registered with Cahaba Wealth Management, Inc.. Cahaba Wealth Management, Inc. is a registered investment advisor headquartered in Atlanta, GA. The firm manages approximately $1.5 billion in assets for individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The firm provides a range of services, including financial planning, portfolio management for individuals, and selection of other advisers.
Cahaba Wealth Management, Inc.

1200 PEACHTREE STREET NE

ATLANTA, GA 30309

$1.50B

Assets Under Management

80

Total Clients

14

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jacqueline Webster’s Registration & Firm History

TN

04/15/2024 - Present

Cahaba Wealth Management, Inc. (NASHVILLE TN)

TN

05/01/2015 - 11/17/2020

UBS FINANCIAL SERVICES INC. (NASHVILLE TN)

TN

04/09/2013 - 06/03/2014

WELLS FARGO ADVISORS, LLC (NASHVILLE TN)

Not sure if Jacqueline Rae Webster is right for you?

Licenses & Designations

IA

Issued 05/07/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/16/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/11/2015

Series 7 - General Securities Representative Examination

BC

Issued 04/08/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jacqueline Rae Webster.
Not sure if Jacqueline Rae Webster is right for you?