Jacqueline Adler

from Spinnaker Investment Group, LLC
SEC regulated
Regulated Investment Advisor
Jacqueline Adler is a financial advisor based in California, Newport Beach, with 23 years of experience. Jacqueline currently works for Spinnaker Investment Group, LLC. Jacqueline maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Jacqueline Adler works at Spinnaker Investment Group, LLC
Spinnaker Investment Group, LLC is a financial advisory firm based in Newport Beach, California. It currently has approximately $644,070,503 of assets under management and employs about 10 people. Spinnaker Investment Group, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
5 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
4100 Macarthur Blvd., Suite 120, Newport Beach, California, 92660

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