Jacqueline Margaret Distefano

2 Years of Experience

Areas of Practice

Financial Planning & CoachingInvestment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingBusiness OwnersHigh Net Worth

Invst, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

35 advisors

Number of Clients

2,745 clients

Average Client Portfolio

$651K average

Assets Under Management

$1.8B

Fee Structure

Minimum Investment:None

Location

293 Route 34, Colts Neck, NJ, 07722

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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.

Employment History

Current Registrations

Invst, LLC

June 2023 - Present · 2 yrs 8 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.