Jacquelyn Dohse is a CFP-designated registered investment advisor, based in Pittsford, NY, with 4 years of industry experience.
Location
179 Sully's Trail., Suite 302, Pittsford, NY, 14534
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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.
Learn about disclosures →Employment History
Current Registrations
J. W. Cole Advisors, INC.
November 2025 - Present · 6 mos
J.W. Cole Financial, INC.Broker
November 2025 - Present · 6 mos
Previous Registrations
Commonwealth Financial NetworkBroker
August 2025 - November 2025 · 3 mos
Commonwealth Financial Network
June 2022 - November 2025 · 3 yrs 5 mos
Mercer Global Advisors INC.
January 2022 - May 2022 · 4 mos
Mirsky Financial Management CORP.
August 2021 - March 2022 · 7 mos
State Registrations20 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.