Jacquelyn Kesterson is a registered investment advisor, based in San Francisco, CA, with 12 years of industry experience.
Location
234 1st Street, San Francisco, CA, 94105
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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
Sofi Wealth LLC
December 2024 - Present · 1 yr 5 mos
Sofi Securities LLCBroker
December 2024 - Present · 1 yr 5 mos
Sofi Securities LLC
December 2024 - Present · 1 yr 5 mos
Previous Registrations
Orion Portfolio Solutions, LLC
January 2023 - October 2024 · 1 yr 9 mos
Brinker Capital Securities, LLCBroker
October 2021 - October 2024 · 3 yrs
Orion Portfolio Solutions, LLC
July 2020 - January 2023 · 2 yrs 6 mos
TD Ameritrade, INC.
September 2013 - July 2020 · 6 yrs 10 mos
TD Ameritrade Investment Management, LLC
September 2013 - March 2018 · 4 yrs 6 mos
TD Ameritrade, INC.Broker
July 2013 - July 2020 · 7 yrs
State Registrations1 state
NE
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.