Jacqueline A. Beauprez
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 Ann Beauprez, who also goes by Jackie Ann Beauprez, was a registered financial professional .
Jacqueline is a previously registered financial professional and started their career in finance in 2000. Jacqueline had worked at 7 firms and has passed the Series 65, Series 63, Series 99TO, Series 52TO, SIE, Series 7, Series 14, Series 53 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
December 22, 2020 - March 10, 2023
DAVIDSON FIXED INCOME MANAGEMENT, INC.
April 2, 2018 - December 20, 2024
D.A. DAVIDSON & CO.
June 7, 2017 - December 20, 2024
D.A. DAVIDSON & CO.
November 1, 2012 - April 10, 2017
RAYMOND JAMES & ASSOCIATES, INC.
October 17, 2012 - May 5, 2016
MORGAN KEEGAN & COMPANY, LLC
January 1, 2005 - October 2, 2012
D.A. DAVIDSON & CO.
September 30, 2002 - January 1, 2005
KFS BD, INC.
September 1, 2001 - December 7, 2001
NF CLEARING, INC.
April 12, 2000 - September 1, 2001
FISERV CORRESPONDENT SERVICES, INC.
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
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationCurrent Firm
DAVIDSON FIXED INCOME MANAGEMENT, INC.
CRD#: 127844 / SEC#: 801-62264
Contact information
Documents
Regulatory assets under management
| Total Number of Accounts | 4 |
| AUM (Assets Under Management) | $ 687,341,815 |
Red Flags
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