JP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
37 advisors
Number of Clients
1,720 clients
Average Client Portfolio
$908K average
Assets Under Management
$1.6B
Fee Structure
Investment management fees vary up to 2.00% annually, depending on the size and complexity of the client relationship. Fees are negotiable. Financial planning and consulting services are offered on an hourly or fixed fee basis, which may be negotiable. Retirement plan advisory services are charged an annual asset-based fee of up to 1.00%.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information
Office location
3000 Westchester Avenue, Suite 206, Purchase, NY, 10577
Get directionsRegulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2012Settled
Judgment / Lien
May 2011Other Business Activities
Jacqueline acts as a trustee for her brother's financial affairs since 1998, dedicating minimal time to paying bills. This activity is not investment-related and she receives no compensation.
Employment History
Current Registrations
Seacrest Wealth Management, LLC
February 2024 - Present · 1 yr 11 mos
Previous Registrations
Clark Dodge & CO. INC.
November 2012 - August 2013 · 9 mos
Invest Financial Corporation
December 2008 - April 2012 · 3 yrs 4 mos
UBS Financial Services INC.
September 2002 - July 2004 · 1 yr 10 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.