Jacqueline
Gervais
Steward Partners Investment Advisory, LLC
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About this Advisor
Jacqueline Gervais is a financial advisor operating out of Portland, Maine who has 4 years of industry experience. Gervais is currently employed by Steward Partners Investment Advisory, LLC. Over the course of their career, they have held roles at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Steward Partners Investment Advisory, LLC, Steward Partners Investment Solutions, LLC, Steward Partners Global Advisory LLC and Raymond James Financial Services, Inc. Gervais has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in Maine, New Hampshire and Texas. Steward Partners Investment Advisory, LLC is a financial advisory firm that has its headquarters in New York, NY. It has offices in 45 locations and a total of 363 people on staff. It handles $12 billion in assets between its 27,637 accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 45 charitable organizations. Of its 27,637 client accounts, 55% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Steward Partners Investment Advisory, LLC offers a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Financial advisory fees vary depending on the financial services. Fees billed by Steward Partners Investment Advisory, LLC most likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Steward Partners Investment Advisory, LLC Brokerage Details
$12,168,947,752
363
27,637
$440,314
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Jacqueline Gervais Work History
Jacqueline has been registered as a financial advisor for 4 years.*
Steward Partners Investment Solutions, LLC
Steward Partners Investment Advisory, LLC
Steward Partners Global Advisory LLC
Raymond James Financial Services, Inc
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
*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 Gervais 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 Steward Partners Investment Advisory, LLC
New York, NY
Paramus, NJ
Manchester, NH
Clearwater, FL
New York, NY
New York, NY
Boston, MA
Albany, NY
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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