Jacqueline Harper (CRD# 7270236) is an Investment Advisor Representative working at Guardian Financial Partners, LLC in Victorville, CA and has 1 year of experience in the finance industry.
CRD# 1105623
Next Financial Group, Inc.
CRD# 5273806
Edward Jones
CRD# 4759122
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Guardian Financial Partners, LLC | Orange, CA | Jun 2020 - Current | 3 |
| Southern California Edison | Victorville, CA | Feb 1993 - Current | 31 |
- CA
-
Total Assets Under Management764MILLIONS
-
Total Number of Accounts710ACCOUNTS
-
Average Account Value$1,075,617
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
AZ, CA, FL, NV, TX
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