Jacqueline Rogers (CRD# 5810015) is an Investment Advisor Representative working at New Wave Wealth Advisors in Springdale, AR and has over 12 years of experience in the finance industry. Jacqueline Rogers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2462003
Lpl Financial LLC
CRD# 6210169
Arvest Wealth Management
CRD# 4133460
Stephens
| Company Name | Location | Dates | Years |
|---|---|---|---|
| New Wave Wealth Advisors | Springdale, AR | Feb 2023 - Current | 1 |
| Arvest Bank | Rogers, AR | Nov 2021 - Feb 2023 | 1 |
| Arvest Wealth Management | Rogers, AR | Nov 2021 - Feb 2023 | 1 |
| Arvest Wealth Management | Fayetteville, AR | Jun 2020 - Nov 2021 | 1 |
| Arvest Bank | Fayetteville, AR | Jun 2020 - Nov 2021 | 1 |
| Parsec Financial Management | Charlotte, NC | Jul 2018 - Jun 2020 | 1 |
| Wells Fargo Clearing Services, LLC | Joplin, MO | Nov 2016 - Jun 2018 | 1 |
| Wells Fargo Advisors, LLC | Joplin, MO | Sep 2015 - Nov 2016 | 1 |
| Legett & Platt Inc. | Carthage, MO | Sep 2013 - Sep 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2015 |
- AR
- MO
-
Total Assets Under Management215MILLIONS
-
Total Number of Accounts890ACCOUNTS
-
Average Account Value$241,891
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, LA, MO, TX, WY
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