Jaclyn R. Evavold
Professional summary
Jaclyn Rae Evavold, who also goes by Jaclyn Rae Mace, Jaclyn Rae Waasdorp, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in St Cloud, Minnesota and CETERA FINANCIAL SPECIALISTS LLC located in St Cloud, Minnesota.
Jaclyn is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Jaclyn has worked at 10 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jaclyn Rae Evavold's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 4, 2018 - Present
CETERA INVESTMENT ADVISERS LLC
May 31, 2018 - Present
CETERA FINANCIAL SPECIALISTS LLC
May 31, 2018 - December 31, 2019
CETERA INVESTMENT SERVICES LLC
December 20, 2013 - June 4, 2018
CETERA WEALTH SERVICES, LLC
December 12, 2013 - December 31, 2019
CETERA WEALTH SERVICES, LLC
December 24, 2009 - December 31, 2010
GUARANTY BROKERAGE SERVICES, INC.
January 6, 2003 - December 12, 2013
CETERA INVESTMENT SERVICES LLC
September 19, 1997 - January 3, 2003
EDWARD JONES
August 23, 1995 - September 24, 1997
LUTHERAN BROTHERHOOD SECURITIES CORP.
August 4, 1988 - August 17, 1988
CITIGROUP GLOBAL MARKETS INC.
May 22, 1987 - April 10, 1995
SECURITIES RESOLUTION CORPORATION
August 4, 1986 - May 29, 1987
FORESTERS FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644 / SEC#: 801-20406
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/4/2018)
(6/4/2018)
(6/4/2018)
(6/4/2018)
(6/4/2018)
(6/4/2018)
(6/4/2018)
(6/4/2018)
(6/4/2018)
(6/4/2018)
(6/4/2018)
(6/4/2018)
(6/4/2018)
(5/10/2022)
(2/24/2021)
(6/4/2018)
(6/22/2022)
(5/31/2018)
(6/4/2018)
(6/4/2018)
(6/4/2018)
(12/17/2024)
(6/4/2018)
(6/4/2018)
(6/4/2018)
(6/5/2018)
(6/4/2018)
(6/4/2018)
(5/4/2022)
(6/4/2018)
(6/4/2018)
(6/4/2018)
(4/9/2019)
(6/4/2018)
(6/4/2018)
(6/4/2018)
Exams
FINRA
Current Firm
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644 / SEC#: 801-20406
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
