Jacqueline Nicholson
Jacqueline Nicholson is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Annapolis, MD, with 17 years of industry experience. Jacqueline is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
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Assets Under Management
Location
Annapolis, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jacqueline is the treasurer for Saefern Saddle & Yacht Club, a tax manager at Heimlantz CPAs and Advisors, and a financial advisor at Heimlantz Financial Advisors, LLC. She also serves as a trustee for two trusts.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Capital CORP.Broker
1st Global Advisors INC
Angevine & Associates, P.A.
State Registrations1 state
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