ADVISOR BIO

Jacqueline Harris is an investment advisor representative at Morgan Stanley. Jacqueline has been working in the financial industry for over six years. Jacqueline has a Series 7TO, Series 66, and SIE licenses. Jacqueline is registered in 36 states and is active in both the broker-dealer and investment advisor businesses. Jacqueline has worked for several firms prior to Morgan Stanley including AlphaSights, FedEx, Envestnet/Yodlee, The Plant, Smitten, and Saint Ignatius College Prep. Jacqueline specializes in financial planning, asset allocation, and portfolio management for individuals, businesses, and investment companies.

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ADVISOR BIO

Jacqueline Raquel Sasson is a financial professional who has been active in the financial services industry since December 15, 2022. Jacqueline is currently registered with Assetmark, Inc. and is licensed to provide investment advisory services in the state of California. Jacqueline holds Series 65, 63, SIE, and 6TO licenses. Jacqueline is a registered representative of Assetmark Brokerage, LLC. Prior to joining Assetmark, Inc., Jacqueline worked for several other financial institutions, including Sasson Financial Group, First Allied Securities, Lear Capital, and Self Employed. Jacqueline has a strong background in providing financial advice to individuals, corporations, and institutional clients. Jacqueline is committed to providing her clients with the highest level of service and expertise.

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ADVISOR BIO

Jacqueline Quiroz is a registered representative with Morgan Stanley. Jacqueline has been in the industry for 10 years and has experience working with a variety of clients, including high net worth individuals, corporations, and institutions. Jacqueline is registered with the Securities and Exchange Commission and holds the Series 7, 66 and SIE licenses.

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ADVISOR BIO

Jacqueline Cortez is a financial advisor with Wedbush Securities Inc. Jacqueline Cortez has been in the financial industry since April 3, 2017. Jacqueline Cortez is registered with FINRA and is also registered as an Investment Advisor Representative in California. Jacqueline Cortez is licensed in 21 states and specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Jacqueline Cortez also works as a Real Estate Brokerage agent with Berkshire Hathaway Home Services in Downey, CA.

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ADVISOR BIO

Jacqueline Peng is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc.. Jacqueline is registered with FINRA as a registered representative and holds the Series 7TO and Series 66 licenses. Jacqueline is licensed to provide investment advice in Arizona, California, Florida, Nevada, Oregon, Texas and Washington. Jacqueline has been in the financial industry since 2022. Jacqueline has a professional background in real estate and hospitality services and holds a degree from Columbia University.

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ADVISOR BIO

Jacqueline Worstell is an investment advisor representative with Abacus Wealth Partners. Jacqueline is a Certified Financial Planner who has been in the financial services industry for over seven years. Jacqueline holds a Series 65 license. Jacqueline is registered to offer investment advisory services in the state of California. Prior to joining Abacus Wealth Partners, Jacqueline worked at G & J Seiberlich & Co, LLP and Spott, Lucey & Wall, CPAs. Jacqueline also works as a tax preparer for Cheryl R Worstell, CPA.

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ADVISOR BIO

Jacqueline Barrios is an investment advisor representative with Wells Fargo Clearing Services, LLC. Jacqueline has been in the industry since December 2019 and has offices in Santa Barbara, California. Jacqueline is registered to offer investment advisory services in Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia and Wisconsin.

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ADVISOR BIO

Jacqueline Galindo is a registered representative with Charles Schwab & Co., Inc. Jacqueline is licensed to provide investment advice in the state of California. Jacqueline has been in the industry since January 27, 2023. Jacqueline has passed the Series 7TO, SIE, and Series 66 exams.

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ADVISOR BIO

Jacqueline Kehoe is a financial advisor who has been in the industry since 2015. Jacqueline is currently registered with Morgan Stanley and has been registered with the firm since March 2022. Previously, Jacqueline was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated from November 2015 to February 2022. Jacqueline is licensed to provide financial advice in 54 states and jurisdictions and holds licenses for Series 3, 7, 9, 10, 66 and SIE exams.

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ADVISOR BIO

Jacquelyn Noelle Hayes is a financial advisor at Edward Jones. Jacquelyn has been working in the financial services industry since May 2022. Jacquelyn is registered with FINRA and is licensed to sell securities in Alabama, Arkansas, California, Delaware, Florida, New Jersey, New Mexico, Oregon, Tennessee, Texas, and Wyoming. Jacquelyn holds the Series 7, Series 66, and SIE licenses. Jacquelyn specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and high-net-worth individuals.

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