Jacquelyn Denson
Jacquelyn Denson is a CFP-designated registered investment advisor at Vestia Personal Wealth Advisors, based in Gretna, NE, with 11 years of industry experience. Jacquelyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 3,829 clients with $830M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
This fee schedule applies to the Vestia Disciplined Wealth Management Platform and all Private Capital Assets. Vestia Legacy clients have a different fee schedule. The Emerging Wealth Management platform has a 0.50% annual fee plus a separate platform fee charged by Betterment.
Fee Estimator
Location
Gretna, NE
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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
Jacquelyn is a managing member of several entities, including Vestia Holdings, Vestia Advisors (an SEC registered investment advisor), Vestia Brokerage, Vestia Contract Negotiation, Vestia Insurance, and Peridot Rever Holdings. She also co-owns Hangover Doctor, LLC and works as sales/cashier at Vino Mas.
Employment History
Current Registrations
Vestia Personal Wealth Advisors
Previous Registrations
Larson Financial Group, LLC
Larson Financial Securities, LLCBroker
State Registrations1 state
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