873 E. State Street, Eagle, ID, 83616
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Jacqueline is an investment advisor representative (IAR) at Continuum Advisors and a principal at Transitional Wealth Strategies, providing financial planning and investment advice. She also works as an insurance agent selling insurance products, fixed annuities, and long-term care insurance, dedicating a few hours per week. Finally, Jacqueline hosts an Airbnb, requiring minimal time.