Jacqueline Wieland
Jacqueline Wieland is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Greensboro, NC, with 41 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
629 Green Valley Road, Ste 211, Greensboro, NC, 27408
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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 Activities
Jacqueline is involved with several organizations, including medical schools, non-profits, and educational institutions, primarily in advisory and board member roles. These activities involve advising, reviewing financials, assisting with grant selection, and promoting the organizations, generally requiring minimal time commitment.
Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Previous Registrations
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
A. G. Edwards & Sons, INC.Broker
A. G. Edwards & Sons, INC.
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
First Union Capital Markets CORP.Broker
A. G. Edwards & Sons, INC.Broker
Carolina Securities CorporationBroker
Independence Securities, INC.Broker
First Investors CorporationBroker
State Registrations19 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.