JA
JA

Jacqueline Kay Armstrong

18 Years of Experience
1 Disclosure
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
48 advisors
Number of Clients
679 clients
Average Client Portfolio
$28.9M average
Assets Under Management
$19.7B

Fee Structure

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Location

11711 North Meridian Street, Suite 600, Carmel, IN, 46032

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History

Regulatory History (1)
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Criminal
June 1980
Final Disposition
Other Business Activities

Jacqueline is the business manager for "The Sax Guy", a professional musician, since 2014. She spends a few hours per week on marketing, booking gigs, and accounting for this business.

Employment History
Current Registrations
Oxford Financial Group, LTD
December 2021 - Present · 4 yrs 2 mos
Previous Registrations
Morgan Stanley
October 2016 - November 2021 · 5 yrs 1 mo
Morgan StanleyBroker
October 2016 - November 2021 · 5 yrs 1 mo
Ameriprise Financial Services, INC.
February 2016 - August 2016 · 6 mos
Ameriprise Financial Services, INC.Broker
January 2016 - August 2016 · 7 mos
Oneamerica Securities, INC.Broker
September 2014 - December 2015 · 1 yr 3 mos
Chase Investment Services CORP.Broker
November 2008 - August 2010 · 1 yr 9 mos
Farmers Financial Solutions, LLCBroker
May 2003 - November 2008 · 5 yrs 6 mos
State Registrations1 state
IN
Advisor
Exams
No exam information available for this advisor.