Jacqueline B. Yapp

SIEBERT ADVISORNXT.

Beverly Hills, CA 90212

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CRD#: 2270080

Professional summary

Jacqueline Barbara Yapp, CFP®, who also goes by Jacqueline Cain, Jacqueline Mckeown, Jackie Yapp, Jacqui Yapp, is a registered financial advisor currently at SIEBERT ADVISORNXT, LLC. located in Beverly Hills, California.

Jacqueline is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Jacqueline has worked at 3 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jacqueline Cain | Jacqueline Mckeown | Jackie Yapp | Jacqui Yapp

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacqueline Barbara Yapp's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2011

Experience

Current

July 22, 2022 - Present

SIEBERT ADVISORNXT, LLC.

Office #1: 9378 Wilshire Blvd Suite 300, Beverly Hills, CA 90212

RIA

CRD#: 288572

Beverly Hills, CA

Past

March 21, 2016 - July 31, 2022

WEALTHSOURCE®

RIA

CRD#: 282202

CENTURY CITY, CA

Past

May 23, 2013 - December 15, 2016

AVANT-GARDE ADVISORS LLC

RIA

CRD#: 151527

CENTURY CITY, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SIEBERT ADVISORNXT, LLC.

SIEBERT ADVISORNXT, INC. | SIEBERT ADVISORNXT, LLC.

CRD#: 288572 / SEC#: 801-110718

RIA

Registered Investment Advisory firm - (7/11/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(12/18/2024)

IAR

California
(7/22/2022)

IAR

Florida
(9/26/2022)

IAR

Hawaii
(7/22/2022)

IAR

Nevada
(3/3/2023)

IAR

New Jersey
(9/29/2022)

IAR

New York
(7/22/2022)

IAR

Wisconsin
(1/13/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

SIEBERT ADVISORNXT, LLC.

SIEBERT ADVISORNXT, INC. | SIEBERT ADVISORNXT, LLC.

CRD#: 288572 / SEC#: 801-110718

RIA

Registered Investment Advisory firm - (7/11/2017 Approved)

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Contact information

Main Address

300 Vesey Street 5th Floor, New York, NY, 10282

Mailing Address

653 Collins Avenue, Miami Beach, FL 33139

Phone number

(800) 872-0444

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (42 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SIEBERT ADVISORNXT PART 2 BROCHURE MARCH 31, 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	786
AUM (Assets Under Management)	$ 287,623,668

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.

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Jacqueline B. Yapp

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacqueline Barbara Yapp's CRS (Customer Relationship Summary).

Certified licenses

Experience

SIEBERT ADVISORNXT, LLC.

WEALTHSOURCE®

AVANT-GARDE ADVISORS LLC

Primary Firm SEC Registration

SIEBERT ADVISORNXT, LLC.

State Registrations and Notice Filings

Exams

Current Firm

SIEBERT ADVISORNXT, LLC.

Contact information

SEC notice filing (42 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SIEBERT ADVISORNXT, LLC.

TRUST BUT VERIFY

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