Jacqueline Mayer
Jacqueline Mayer is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Portola Valley, CA, with 43 years of industry experience. Jacqueline operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Portola Valley, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jacqueline rents an office suite from Johanson & Yau and is not affiliated with them. She is also an agent for Avantax Insurance Agency/Services, selling insurance, and a manager at Mayer & Associates Advisory LLC, providing financial planning, investment, and insurance advisory services, taking nearly full-time.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Associated Securities CORP.
Associated Securities CORP.Broker
Fsc Securities Corporation
Mayer, Moll & Associates
Fsc Securities CorporationBroker
Waddell & Reed, INC.Broker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.