Unclaimed
Jacqueline Thompson is an investment advisor representative with Empower Advisory Group, LLC. Jacqueline has been working in the financial industry since 2012. Jacqueline is licensed in 52 states and has experience working with individuals, high net worth individuals, corporations, charitable organizations, and pension and profit sharing plans. Jacqueline is also a Registered Investment Advisor (RIA) in Florida.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
CO
08/30/2022 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
FL
12/15/2021 - 04/27/2022
MORGAN STANLEY (Temple Terrace FL)
FL
02/17/2021 - 09/07/2021
TRUIST INVESTMENT SERVICES, INC. (TAMPA FL)
VA
05/11/2020 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NJ
10/06/2017 - 07/13/2018
PNC INVESTMENTS (SPARTA NJ)
VA
10/14/2016 - 08/28/2017
WELLS FARGO CLEARING SERVICES, LLC (WAYNESBORO VA)
NJ
10/01/2012 - 07/19/2016
J.P. MORGAN SECURITIES LLC (FRANKLIN NJ)
IL
05/14/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IA
Issued 12/14/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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