Jacqueline Rahn
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jacqueline Rahn, who also goes by Jackie Benderski, Jacqueline Benderski, Jackie Rahn, was a registered financial professional .
Jacqueline is a previously registered financial professional and started their career in finance in 1996. Jacqueline had worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 9, 2025 - November 3, 2025
SAX WEALTH ADVISORS, LLC
December 7, 2018 - June 10, 2025
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
December 7, 2018 - June 10, 2025
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 2, 2010 - September 28, 2018
J.P. MORGAN SECURITIES LLC
July 30, 2010 - September 28, 2018
J.P. MORGAN SECURITIES LLC
March 12, 2008 - September 10, 2010
DEUTSCHE BANK SECURITIES INC.
March 12, 2008 - September 10, 2010
DEUTSCHE BANK SECURITIES INC.
April 2, 2007 - March 4, 2008
MORGAN STANLEY & CO. LLC
April 2, 2007 - March 4, 2008
MORGAN STANLEY & CO. LLC
December 8, 1999 - April 2, 2007
MORGAN STANLEY DW INC.
October 26, 1999 - April 2, 2007
MORGAN STANLEY DW INC.
December 17, 1996 - October 29, 1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
SAX WEALTH ADVISORS, LLC
CRD#: 119193 / SEC#: 801-68788
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
SAX WEALTH ADVISORS, LLC
CRD#: 119193 / SEC#: 801-68788
Contact information
SEC notice filing (30 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,685 |
| AUM (Assets Under Management) | $ 2,440,851,802 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/21/2025 | ||
| 12/11/2024 | ||
| 01/23/2024 | ||
| 02/21/2023 |
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.
Company Information
SAX WEALTH ADVISORS, LLC
Private Wealth ManagerCRD#: 119193TRUST BUT VERIFY
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