Unclaimed Profile

Jacquelyn Shelly Friedrich

ALTAVISTA WEALTH MANAGEMENT, INC.·ASHEVILLE, North Carolina

Series 7, Series 63Clean record24 years registeredALTAVISTA WEALTH MANAGEMENT, INC.

4 VANDERBILT PARK DRIVE, ASHEVILLE, NC 28803CRD# 4534494Firm CRD# 122326

Profile Verification

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

Identity

Jacquelyn Shelly Friedrich · ASHEVILLE, NC

Registration

CRD #4534494 · ALTAVISTA WEALTH MANAGEMENT, INC. · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ALTAVISTA WEALTH MANAGEMENT, INC.

BEACON POINTE ADVISORS, LLC

Feb 2022 – Oct 2025

Asheville, NC

ALTAVISTA WEALTH MANAGEMENT, INC.

Mar 2008 – Feb 2022

ASHEVILLE, NC

STARKS FINANCIAL GROUP, INC.

Jun 2007 – Feb 2008

ASHEVILEE, NC

BOYS ARNOLD & CO. INC.

Dec 2001 – Apr 2007

ASHEVILLE, NC

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · December 31, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALTAVISTA WEALTH MANAGEMENT, INC.

CRD 122326 · SEC 801-62511

AUM

$602M

Regulatory assets under management

Employees

927 client accounts

Services offered by ALTAVISTA WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ALTAVISTA WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Jacquelyn Shelly Friedrich offer?

Jacquelyn Shelly Friedrich specializes in Financial Planning, Investment Management, Wealth Management.

What are Jacquelyn Shelly Friedrich's credentials?

Jacquelyn Shelly Friedrich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jacquelyn Shelly Friedrich located?

Jacquelyn Shelly Friedrich is based in ASHEVILLE, North Carolina, last registered with ALTAVISTA WEALTH MANAGEMENT, INC..

How does Jacquelyn Shelly Friedrich charge for services?

Jacquelyn Shelly Friedrich's firm is compensated through percentage of aum, hourly charges, subscription fees, other: family office service. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALTAVISTA WEALTH MANAGEMENT, INC.?

ALTAVISTA WEALTH MANAGEMENT, INC. has approximately 10 employees and manages $602M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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