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Jacqueline Wearstler Marshall

Next Financial Group, Inc.

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About Jacqueline Wearstler Marshall

Jacqueline Wearstler Marshall is an active Registered Representative and Investment Advisor Representative with Next Financial Group, Inc. based in Clifton Park, NY. Jacqueline Marshall has been in the securities industry since 1984. Jacqueline Marshall was previously employed by Bryn Mawr Securities Inc. and Invest Financial Corporation. Jacqueline Marshall has passed the Series 66, Series 7, and the SIE exams.

Firm Information

Jacqueline Marshall is currently registered with Next Financial Group, Inc.. Next Financial Group, Inc. is a corporation formed in June 1998 and headquartered in Houston, Texas. The firm provides financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and charitable organizations. They are registered with the SEC and have a presence in all 50 states, as well as Puerto Rico and the Virgin Islands. Next Financial Group, Inc. manages over $3.5 billion in assets.
Next Financial Group, Inc.

11740 KATY FREEWAY

HOUSTON, TX 77079

$3.52B

Assets Under Management

5,776

Total Clients

348

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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.

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fixed fees

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

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percentage of assets

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

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other

Seminar/workshop attendance fees

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Jacqueline Marshall’s Registration & Firm History

NY

05/10/2021 - Present

Next Financial Group, Inc. (CLIFTON PARK NY)

PA

09/03/1991 - 11/15/2002

BRYN MAWR SECURITIES INC. (KING OF PRUSSIA PA)

WI

08/10/1983 - 03/20/1991

INVEST FINANCIAL CORPORATION (APPLETON WI)

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Licenses & Designations

BOTH

Issued 07/07/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/16/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacqueline Wearstler Marshall.
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