Jacqueline Goodreau
Jacqueline Goodreau is a registered investment advisor at Cetera Investment Advisers LLC, based in Costa Mesa, CA, with 25 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
3200 Park Center Dr, Ste 1240, Costa Mesa, CA, 92626
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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 is an investment advisor representative at Sovran Advisors LLC and a financial advisor at DirectPath Financial, Planning, Investments, & Insurance Solutions, dedicating full-time hours to each. She also sells fixed insurance products, including life, health, disability, annuities, and long-term care, spending minimal time on this activity, and owns Vision, Insight, & Initiative, Inc. for tax purposes.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Sovran Advisors, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations22 states
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