JK
JK

Jacqueline Kulikowski

25 Years of Experience
Reno, NV
1 DisclosureBrokerSells Insurance

Jacqueline Kulikowski is a registered investment advisor at Cetera Investment Advisers LLC, based in Reno, NV, 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

History

Regulatory History (1)
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Employment Separation After Allegations
February 2009
Other Business ActivitiesSells Insurance

Jacqueline owns 1864 Capital Investments, LLC, offering financial advice, securities, and fixed insurance sales, dedicating a full-time commitment to this role. She also works as an insurance agent selling life, health, annuities, and long-term care products, dedicating a few hours per week.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 4 mos
Cetera Advisors LLCBroker
August 2013 - Present · 12 yrs 11 mos
Previous Registrations
Cetera Advisors LLC
August 2013 - March 2024 · 10 yrs 7 mos
Summit Financial Group INC
May 2009 - August 2013 · 4 yrs 3 mos
Summit Brokerage Services, INC.Broker
March 2009 - August 2013 · 4 yrs 5 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - February 2009 · 1 yr 10 mos
Morgan Stanley & CO. Incorporated
April 2007 - February 2009 · 1 yr 10 mos
Morgan Stanley
September 2002 - April 2007 · 4 yrs 7 mos
Morgan Stanley Dw INC.Broker
November 2000 - April 2007 · 6 yrs 5 mos
State Registrations12 states
AKAZCACOFLMTNVNYORUTVAVT
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.
Jacqueline Kulikowski - Financial Advisor | TrueAdvisor