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Jacqueline Ann Bell

Jacqueline Ann Bell

Description

Jacqueline holds the designations Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER® (CFP), and has a Bachelor of Arts degree from Harvard University, where she graduated Magna Cum Laude in History and Science. Jacqueline joined Dowling & Yahnke in 2007. She has twenty years of experience in investment management, ...(see more)

BrightScope Advisor Metrics

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Answers and Guides

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0 Answers and 0 Financial Guides

Top Answers

Jacqueline Ann Bell has not answered any questions on Financial Q&A.

Top Guides

Jacqueline Ann Bell has not contributed any Financial Guides on Financial Q&A.
*Answers and guides are provided without compensation.

Firm Client Types

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ownership pie chart
High Net Worth Individuals
Individuals
Pension and Profit Sharing Plans
Corporations or Other Businesses
Charitable Organizations
State or Municipal Government Entities

*The Client Types data displayed is firm level data as reported on the SEC ADV filing.

Experience and Employment History

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Employer Years Dates
Dowling & Yahnke, LLC 6 years, 3 months Feb 2007 - Present
N/A 5 months Aug 2006 - Jan 2007
Merrill Lynch 9 years, 10 months Sep 1996 - Jul 2006
*Experience and Employment History information reflects the past 10 years of employment as reported on the SEC ADV filing as of 07/29/2009, and is not a complete representation of the advisor's experience and employment history. Furthermore, the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an employment date of "Present" may not reflect the advisor's current employment status.

Licenses and Conduct

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Regulator
SEC
License Status
Registered
Disclosures

No Disclosures Found
As of Date
07/29/2009
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.

Advisor Exams

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There is currently no information available.

Firm Compensation Arrangements

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Fee Only
Advisor

This firm has certified that they are compensated solely by their clients, and do not accept commissions or compensation of any kind based on the products they recommend.

Types of Compensation Arrangements

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