Unclaimed Profile

Jacquelyn Diane Denson

VESTIA ADVISORS, LLC·FORT WAYNE, Indiana

SIE, Series 7, Series 66CFPClean record12 years registeredVESTIA ADVISORS, LLC

9121 ILLINOIS ROAD, FORT WAYNE, IN 46804CRD# 6007474Firm CRD# 290565

Profile Verification

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

Identity

Jacquelyn Diane Denson · FORT WAYNE, IN

Registration

CRD #6007474 · VESTIA ADVISORS, LLC · 12 years registered

Brand Profile

Not yet started

Career History

VESTIA PERSONAL WEALTH ADVISORS

May 2018 – present

LARSON FINANCIAL GROUP, LLC

Jan 2014 – Jan 2018

Ralston, NE

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · January 27, 2014

Years registered · 12

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VESTIA ADVISORS, LLC

CRD 290565 · SEC 801-112175

AUM

$668M

Regulatory assets under management

Employees

3,325 client accounts

Services offered by VESTIA ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

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 VESTIA ADVISORS, LLC →

Introduction

Speak with Jacquelyn

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jacquelyn is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in FORT WAYNE?

Browse all registered financial advisors in FORT WAYNE, Indiana or claim this profile if it's yours.

Browse FORT WAYNE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jacquelyn Diane Denson offer?

Jacquelyn Diane Denson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FORT WAYNE, Indiana for a consultation.

What are Jacquelyn Diane Denson's credentials?

Jacquelyn Diane Denson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jacquelyn Diane Denson located?

Jacquelyn Diane Denson is based in FORT WAYNE, Indiana, working with VESTIA ADVISORS, LLC. Their office serves clients in the FORT WAYNE metropolitan area and surrounding communities.

How does Jacquelyn Diane Denson charge for services?

Jacquelyn Diane Denson'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 VESTIA ADVISORS, LLC?

VESTIA ADVISORS, LLC has approximately 23 employees and manages $668M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →