Unclaimed Profile

Jaclyn Deanne Strife

EMERSON EQUITY LLC·SAN MATEO, California

SIE, Series 7, Series 63Clean recordEMERSON EQUITY LLC

155 BOVET ROAD, SUITE 725, SAN MATEO, CA 94402CRD# 5334639Firm CRD# 130032

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jaclyn Deanne Strife · SAN MATEO, CA

Registration

CRD #5334639 · EMERSON EQUITY LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EMERSON EQUITY LLC

CRD 130032 · SEC 801-120835

AUM

$176M

Regulatory assets under management

Employees

222

1,037 client accounts

Services offered by EMERSON EQUITY LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at EMERSON EQUITY LLC →

Introduction

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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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