Jacqueline
Gailey

Florida Financial Advisors, LLC

CRD#6981713
Investment Advisor
in Atlanta, GA

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About this Advisor

Jacqueline Gailey is a financial advisor operating out of Atlanta, Georgia with a total of 1 year of relevant experience. Gailey works at Florida Financial Advisors, LLC. Over the course of their career, they have held roles at Florida Financial Advisors, Frank Reynolds & Company, Money Concepts Inc, Dorman Financial Management, P.A, Tijuana Flats, Ruth'S Chris Steak House, University Of Central Florida, University High School, Deltona Middle School, Trinity Wealth Securities, LLC and Florida Financial Advisors Dba Georgia Financial Advisors. Gailey holds a Series 65 license, which qualifies them as an investment advisor representative, and is approved to advise clients in Florida and Georgia. Florida Financial Advisors, LLC is a financial advisory business that has its headquarters in Tampa, FL. It has offices in seven locations and a total of 170 financial advisors. It manages $95 million in assets between its 3,750 client accounts, making it one of the smaller firms in the country by assets under management. The firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees typically vary depending on the services. Fee types billed by Florida Financial Advisors, LLC can consist of any combination of asset-based, fixed and other fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

3400 Peachtree Road Ne Suite 700
Atlanta, GA 30326

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Florida Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$94,820,946

GA Average: $1,855,561,029
Total Number of Employees

170

GA Average: 62
Total Number of Accounts

3,750

GA Average: 2,474
Average Account Size

$25,286

GA Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Jacqueline Gailey Work History

Jacqueline has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Trinity Wealth Securities, LLC

2022 - Present (2 years)

Florida Financial Advisors Dba Georgia Financial Advisors

2022 - 2022 (< 1 year)

Florida Financial Advisors

2020 - 2021 (1 year)

Frank Reynolds & Company

2019 - 2020 (1 year)

Money Concepts Inc

2019 - 2019 (< 1 year)

Dorman Financial Management, P.A

2018 - 2019 (1 year)

Frank Reynolds & Company

2017 - 2019 (2 years)

Tijuana Flats

2017 - 2017 (< 1 year)

Ruth'S Chris Steak House

2017 - 2020 (3 years)

University Of Central Florida

2016 - 2017 (1 year)

Money Concepts Inc

2013 - 2017 (4 years)

University High School

2010 - 2013 (3 years)

Deltona Middle School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jacqueline Gailey 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 Florida Financial Advisors, LLC

Parker Shetler
Tampa, FL
Vachel Pennebaker
Charlotte, NC
Dakota Colonese
Jacksonville, FL
Ilya Pogosyan
Miami, FL
Timothy Zimmerman
Tampa, FL
Trenton Barrett
Jacksonville, FL
Cameron Shepherd
Tampa, FL
Preston Nevil-Rincon
Atlanta, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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