Jacqueline A. Antone

WEST MICHIGAN ADVISORS

Holland, MI 49423

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CRD#: 2314415

Professional summary

Jacqueline Anne Antone, who also goes by Jaqueline Anne Antone, is a registered financial advisor currently at WEST MICHIGAN ADVISORS located in Holland, Michigan.

Jacqueline is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Jacqueline has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jaqueline Anne Antone

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.

Outside Employment; Outside Employment; OKL LLC; Other; 7130 S Westnedge Ave, , Portage, MI, 49002; Investment-Related; 11/20/2020; 60 during trading hours; 60 hours per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacqueline Anne Antone'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®

None

Experience

Current

July 9, 2025 - Present

WEST MICHIGAN ADVISORS

Office #1: 301 Hoover Blvd. Suite 300, Holland, MI 49423

RIA

CRD#: 312073

Holland, MI

Past

November 20, 2020 - July 14, 2025

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

PORTAGE, MI

Past

November 20, 2020 - July 14, 2025

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

PORTAGE, MI

Past

October 30, 2010 - November 23, 2020

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

GRAND RAPIDS, MI

Past

January 1, 2008 - November 23, 2020

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

GRAND RAPIDS, MI

Past

August 15, 2005 - January 3, 2008

A. G. EDWARDS & SONS, INC.

CRD#: 4

GRAND RAPIDS, MI

Past

August 28, 1998 - August 22, 2005

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

October 21, 1994 - September 10, 1998

FIFTH THIRD SECURITIES, INC.

CRD#: 628

CINCINNATI, OH

Past

March 12, 1993 - November 23, 1994

CAPITAL BROKERAGE CORPORATION

CRD#: 10465

GLEN ALLEN, VA

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".

WEST MICHIGAN ADVISORS

CRD#: 312073 / SEC#: 801-120208

RIA

Registered Investment Advisory firm - (1/21/2021 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

Michigan
(7/9/2025)

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

State Security Law Exam

IAR

Series 66

Date: 10/26/2010

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/23/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/12/1994

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/8/1993

Investment Company Products/Variable Contracts Representative Examination

Current Firm

WEST MICHIGAN ADVISORS

CRD#: 312073 / SEC#: 801-120208

RIA

Registered Investment Advisory firm - (1/21/2021 Approved)

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Contact information

Main Address

301 Hoover Blvd. Suite 300, Holland, MI 49423

Mailing Address

Phone number

(616) 820-1040

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TAMARISK FINANCIAL 2A BROCHURE (5/19/2025)

Regulatory assets under management

Total Number of Accounts	2,993
AUM (Assets Under Management)	$ 614,378,710

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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Advisor Monitoring

Firm Stability Insights

Jacqueline A. Antone

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacqueline Anne Antone's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

A. G. EDWARDS & SONS, INC.

MORGAN STANLEY DW INC.

FIFTH THIRD SECURITIES, INC.

CAPITAL BROKERAGE CORPORATION

Primary Firm SEC Registration

WEST MICHIGAN ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 10/26/2010

Series 63

Date: 1/23/1993

SIE

Date: 10/1/2018

Series 7

Date: 12/12/1994

Series 6

Date: 3/8/1993

Current Firm

WEST MICHIGAN ADVISORS

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WEST MICHIGAN ADVISORS

TRUST BUT VERIFY

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