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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 Taylor Walsh is an active investment advisor representative at Eaton Vance Management. Jacqueline has been in the industry since September 11, 2019. Prior to joining Eaton Vance Management, Jacqueline worked at MORGAN STANLEY. Jacqueline is licensed to provide securities and investment advisory services in all 50 states.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of portfolio income
1
2
MA
07/26/2023 - Present
Eaton Vance Management (BOSTON MA)
CA
09/12/2019 - 07/14/2023
MORGAN STANLEY (Beverly Hills CA)
BOTH
Issued 10/18/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/02/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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