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Jacquelyn Clark

33 Years of Experience
Columbus, GA
Broker

Jacquelyn Clark is a registered investment advisor at Raymond James & Associates, INC., based in Columbus, GA, with 33 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

260 Brookstone, Centre Parkway, Columbus, GA, 31904

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jacquelyn co-owns High Log Creek Farm and Hunting Preserve with her husband, handling books and records, dedicating minimal time. She is also a partner in Judson H. Upshaw Family LLLP, an agriculture/farming business, dedicating minimal time.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 5 mos
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 5 mos
Previous Registrations
Morgan Keegan & Company, INC.
June 2008 - February 2013 · 4 yrs 8 mos
Morgan Keegan & Company, INC.Broker
August 2004 - February 2013 · 8 yrs 6 mos
Sal Financial ServicesBroker
September 1994 - December 1994 · 3 mos
Sterne, Agee & Leach, INC.Broker
December 1992 - August 2004 · 11 yrs 8 mos
State Registrations17 states
ALCACOFLGAIDILMNMOMTNCNYPASCTNVAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.