JL
CFP
JL
CFP

Jacqueline Marie Lakocy

41 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

873 E. State Street, Eagle, ID, 83616

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Jacqueline is an investment advisor representative (IAR) at Continuum Advisors and a principal at Transitional Wealth Strategies, providing financial planning and investment advice. She also works as an insurance agent selling insurance products, fixed annuities, and long-term care insurance, dedicating a few hours per week. Finally, Jacqueline hosts an Airbnb, requiring minimal time.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
August 2024 - Present · 1 yr 6 mos
Continuum Advisory, LLC
August 2016 - Present · 9 yrs 6 mos
Previous Registrations
Triad Advisors LLCBroker
November 2017 - August 2024 · 6 yrs 9 mos
Signator Investors, INC.Broker
May 2016 - November 2017 · 1 yr 6 mos
Signator Investors, INC.
May 2016 - November 2017 · 1 yr 6 mos
Transamerica Financial Advisors, INC.
January 2010 - May 2016 · 6 yrs 4 mos
Transamerica Financial Advisors, INCBroker
September 2009 - May 2016 · 6 yrs 8 mos
Transamerica Financial Advisors, INC.Broker
May 2006 - September 2009 · 3 yrs 4 mos
Brookstreet Securities CorporationBroker
April 2004 - May 2006 · 2 yrs 1 mo
Veritrust Financial, LLCBroker
April 2002 - April 2004 · 2 yrs
Aragon Financial Services, INC.Broker
April 1991 - April 2002 · 11 yrs
Berman and Stickel IncorporatedBroker
October 1990 - April 1991 · 6 mos
Titan/value Equities Group, INC.Broker
November 1987 - September 1990 · 2 yrs 10 mos
Durham Securities CorporationBroker
May 1987 - November 1987 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1982 - July 1985 · 2 yrs 11 mos
State Registrations2 states
CAOR
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Jacqueline Marie Lakocy - Financial Advisor | TrueAdvisor