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Jaclyn Evavold
39 Years of Experience
Hot Springs, AR
1 DisclosureBrokerSells Insurance
Jaclyn Evavold is a registered investment advisor at Cetera Investment Advisers LLC, based in Hot Springs, AR, with 39 years of industry experience. Jaclyn 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
Hot Springs, AR
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Regulatory History (1)
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Customer Dispute
October 2013Denied
Other Business ActivitiesSells Insurance
Jaclyn is an insurance agent selling life insurance, annuities, and long-term care products through various companies since 2013. This activity is investment-related and the time commitment varies.
Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2018 - Present · 7 yrs 11 mos
Cetera Financial Specialists LLC
May 2018 - Present · 8 yrs
Cetera Financial Specialists LLCBroker
May 2018 - Present · 8 yrs
Previous Registrations
Cetera Investment Services LLCBroker
May 2018 - December 2019 · 1 yr 7 mos
Cetera Advisor Networks LLC
December 2013 - June 2018 · 4 yrs 6 mos
Cetera Advisor Networks LLCBroker
December 2013 - December 2019 · 6 yrs
Guaranty Brokerage Services, INC.Broker
December 2009 - December 2010 · 1 yr
Cetera Investment Services LLCBroker
January 2003 - December 2013 · 10 yrs 11 mos
Edward JonesBroker
September 1997 - January 2003 · 5 yrs 4 mos
Lutheran Brotherhood Securities CORP.Broker
August 1995 - September 1997 · 2 yrs 1 mo
Smith Barney, Harris Upham & CO., IncorporatedBroker
August 1988 - August 1988 · 0 mos
Miller & Schroeder Financial, INC.Broker
May 1987 - April 1995 · 7 yrs 11 mos
First Investors CorporationBroker
August 1986 - May 1987 · 9 mos
State Registrations33 states
ARAZCACTDCDEFLGAILINKYLAMAMDMEMNMOMTNCNJNMNVNYOHORPARISCTXVAWAWIWV
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.