Jacqueline Jefferson (CRD# 6947135) is an Investment Advisor Representative working at Primerica Advisors in Jackson, MS and has over 5 years of experience in the finance industry.
CRD# 4521298
Bergland Wealth Management, Inc.
CRD# 1649163
Primerica Advisors
CRD# 1669173
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| University Of Michigan | Ann Arbor, MI | Feb 2023 - Current | 1 |
| Norc At The University Of Chicago | Chicago, IL | Apr 2022 - Current | 2 |
| Pfs Investments Inc. | Jackson, MS | Jun 2018 - Current | 5 |
| Primerica Financial Services | Jackson, MS | Jan 2018 - Current | 6 |
| Community First Real State, LLC | Ridgeland, MS | Jun 2014 - Current | 9 |
| Century 21 Maselle & Associates | Flowood, MS | Jul 2011 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2018 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2020 |
- MS
-
Total Assets Under Management8,462MILLIONS
-
Total Number of Accounts59,808ACCOUNTS
-
Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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