Jaclyn Hong
Jaclyn Hong is a registered investment advisor at Cetera Investment Advisers LLC, based in Chatsworth, CA, with 5 years of industry experience. Jaclyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Chatsworth, CA
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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
Jaclyn operates under the DBA Insight Wealth and Insurance Solutions for both insurance (health and life) and investment business. She also assists her parents with physical labor/repairs at their home or rental properties through Indian Creek Partners and Bears Properties, LLC.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations1 state
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