Jacqueline Adler
Jacqueline Adler is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Carlsbad, CA, with 15 years of industry experience. Jacqueline operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
1265 Carlsbad Village Dr, #201, Carlsbad, CA, 92008
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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 works as an insurance agent selling various insurance products since 2009. This investment-related activity takes about 10-20% of her time.
Employment History
Current Registrations
Osaic Wealth, INC.
Guide My Finances
Previous Registrations
Gates Pass Advisors, LLC
Spinnaker Investment Group, LLC
Paradigm Money Management, LLC
Mercer Global Advisors INC.
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Financial Telesis INCBroker
Adp Broker-Dealer, INC.Broker
Lawson Financial CorporationBroker
Mortgages LTD. Securities, L.L.C.Broker
UBS Financial Services INC.Broker
MML Investors Services, INC.Broker
Oppenheimerfunds Distributor, INC.Broker
State Registrations1 state
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.