As an Equitable Advisors,LLC Financial Professional, I am dedicated to helping my clients build secure financial futures. To do it right takes commitment and planning and the services of a capable financial professional. I have the resources and knowledge to help you develop and implement a sound financial strategy. My job is to assist you in mapping out your financial goals and to select the appropriate strategies to help you work toward your objectives. Through Equitable Advisors and its affiliates, I can offer a broad range of financial products and services. I enjoy building new relationships while working in the areas of personal and business planning. My mission is to add value to my clients and continue to help them toward their goals.
Jaclyn was born and raised in Chicago, Illinois. She received her Bachelors of Science in Small Business Management and Entrepreneurship from Illinois State University. She has been in the business for over 7 years, joining Equitable Advisors in 2012. She is very passionate about assisting her clients to meet their financial goals and specializes in working with real estate professionals.
She enjoys spending her free time with her family, exploring new restaurants, and traveling the world.
Securities and investment advisory services offered through Equitable Advisors (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
California Insurance License #: 0L47942
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY
212-314-4600), member
FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah
as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.