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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 Bruce is a financial advisor currently registered with Edward Jones. Jacqueline has been in the financial industry since 2010. She is licensed to provide financial services in Missouri, Ohio, and Virginia. Jacqueline has a history of working for firms like T.D. Ameritrade and Charles Schwab & Co., Inc. Jacqueline’s areas of focus include financial planning, pension consulting, and portfolio management. She specializes in working with corporations, businesses, high net worth individuals, and individuals other than high net worth individuals.
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.
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.
See schedule d - miscellaneous
1
2
MO
03/18/2024 - Present
Edward Jones (ST LOUIS MO)
PA
10/19/2017 - 09/07/2018
TD AMERITRADE, INC. (HARRISBURG PA)
PA
02/22/2013 - 10/03/2017
CHARLES SCHWAB & CO., INC. (PITTSBURGH PA)
PA
09/03/2010 - 02/13/2013
SCOTTRADE, INC. (PITTSBURGH PA)
BOTH
Issued 07/16/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/21/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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