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Jacqueline Marie Battista

COREPATH WEALTH PARTNERS LLC·SCOTTSDALE, Arizona
SIE, Series 7, Series 66CFPClean record15 years registeredCOREPATH WEALTH PARTNERS LLC
7114 E. STETSON DRIVE, SCOTTSDALE, AZ 85251CRD# 5822720Firm CRD# 299951

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jacqueline Marie Battista · SCOTTSDALE, AZ
Registration
CRD #5822720 · COREPATH WEALTH PARTNERS LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

COREPATH WEALTH PARTNERS LLC
Jan 2019 – present
AMERIPRISE FINANCIAL SERVICES, INC.
Jun 2011 – Dec 2018
THORNTON, CO
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · June 15, 2011
Years registered · 15
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
COREPATH WEALTH PARTNERS LLC
CRD 299951 · SEC 801-114567
AUM
$348M
Regulatory assets under management
Employees
15
1,988 client accounts
Services offered by COREPATH WEALTH PARTNERS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at COREPATH WEALTH PARTNERS LLC →
Introduction

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05

Frequently Asked Questions

What services does Jacqueline Marie Battista offer?
Jacqueline Marie Battista specializes in Financial Planning, Investment Management. Contact their office in SCOTTSDALE, Arizona for a consultation.
What are Jacqueline Marie Battista's credentials?
Jacqueline Marie Battista holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Jacqueline Marie Battista located?
Jacqueline Marie Battista is based in SCOTTSDALE, Arizona, working with COREPATH WEALTH PARTNERS LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.
How does Jacqueline Marie Battista charge for services?
Jacqueline Marie Battista's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COREPATH WEALTH PARTNERS LLC?
COREPATH WEALTH PARTNERS LLC has approximately 15 employees and manages $348M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at COREPATH WEALTH PARTNERS LLC

Mark Alan Bonnett
SCOTTSDALE, AZ
Richard Derek Schultenover
SCOTTSDALE, AZ
CFP

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