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Jacquelin Brumbaugh

12 Years of Experience
Mcconnelsburg, PA
Broker

Jacquelin Brumbaugh is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Mcconnelsburg, PA, with 12 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

200 North Second Street, Mcconnelsburg, PA, 17233

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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

Jacquelin works as an associate/employee providing operations support for The Alexander Financial Group since 2018. This takes about 10-20% of Jacquelin's time.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
May 2018 - Present · 8 yrs
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
April 2015 - May 2018 · 3 yrs 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
February 2014 - May 2018 · 4 yrs 3 mos
State Registrations5 states
AZFLMDNYPA
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.