JW
JW

Jacqueline Fischl Weflen

17 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
27 advisors
Number of Clients
292 clients
Average Client Portfolio
$14.3M average
Assets Under Management
$4.2B

Fee Structure

Minimum Investment:$50K
Minimum Annual Fee:$50,000
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Location

5060 North 40th Street, Suite 200, Phoenix, AZ, 85018

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jacqueline is a member of the Professional Advisory Council for the Southwest Autism Research and Resource Center and a Board Member for Xavier Foundation, Inc., dedicating minimal time to each outside of business hours. She is also a RightTrak Coach for educational videos, spending minimal time on this during business hours.

Employment History
Current Registrations
Tfo Family Office Partners
January 2012 - Present · 14 yrs 1 mo
Previous Registrations
Genspring Family Offices, LLC
August 2008 - November 2011 · 3 yrs 3 mos
State Registrations2 states
AZTX
Advisor
Exams
No exam information available for this advisor.