Jacqueline
Rowe
Fiduciary Financial Group, LLC
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About this Advisor
Jacqueline Rowe is a financial advisor based in San Rafael, California, working with Fiduciary Financial Group, LLC. Jacqueline has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc and Fiduciary Financial Group, LLC. Jacqueline has passed the Series 66 regulatory exam and is registered to provide services in Colorado and New Mexico. Currently, Jacqueline is part of Fiduciary Financial Group, LLC, which operates out of San Rafael, California. The firm has 3 offices and 7 employees. The firm manages assets totaling $544.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Fiduciary Financial Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fiduciary Financial Group, LLC Brokerage Details
$544,571,022
7
1,029
$529,224
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Jacqueline Rowe Work History
Fiduciary Financial Group, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Disclosures
Please visit the SEC profile of Jacqueline Rowe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fiduciary Financial Group, LLC
Rohnert Park, CA
San Rafael, CA
Boise, ID
Boise, ID
San Rafael, CA
San Rafael, CA
San Rafael, CA
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