JM
JM

Jacqueline Mcneely

15 Years of Experience
Dublin, OH
Broker

Jacqueline Mcneely is a registered investment advisor at Wells Fargo Advisors, based in Dublin, OH, with 15 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

6767 Longshore Street, Dublin, OH, 43017

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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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Employment History
Current Registrations
Wells Fargo Advisors
November 2020 - Present · 5 yrs 6 mos
Wells Fargo Advisors Financial Network, LLC
June 2018 - Present · 7 yrs 11 mos
Wells Fargo Advisors Financial Network, LLCBroker
June 2018 - Present · 7 yrs 11 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
December 2017 - March 2018 · 3 mos
LPL Financial LLCBroker
March 2013 - August 2017 · 4 yrs 5 mos
The Huntington Investment CompanyBroker
September 2010 - March 2013 · 2 yrs 6 mos
State Registrations45 states
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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.