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Jaclyn Deanne Strife

EMERSON EQUITY LLC·SAN MATEO, California
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155 BOVET ROAD, SUITE 725, SAN MATEO, CA 94402CRD# 5334639Firm CRD# 130032
01

About

Jaclyn Deanne Strife is a registered financial advisor based in SAN MATEO, California, affiliated with EMERSON EQUITY LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
EMERSON EQUITY LLC
EMERSON EQUITY LLC
AUM
$176M
Regulatory assets under management
Employees
222
Total firm employees
View all advisors at EMERSON EQUITY LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5334639
Firm CRD# 130032
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jaclyn Deanne Strife offer?
Jaclyn Deanne Strife specializes in Financial Planning, Investment Management. Contact their office in SAN MATEO, California for a consultation.
What are Jaclyn Deanne Strife's credentials?
Jaclyn Deanne Strife is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jaclyn Deanne Strife located?
Jaclyn Deanne Strife is based in SAN MATEO, California, working with EMERSON EQUITY LLC. Their office serves clients in the SAN MATEO metropolitan area and surrounding communities.
How does Jaclyn Deanne Strife charge for services?
Jaclyn Deanne Strife'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 EMERSON EQUITY LLC?
EMERSON EQUITY LLC has approximately 222 employees and manages $176M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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