Jackie A. Flahaven
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.
Jackie Ann Flahaven, CFP®, who also goes by Jackie Ann Truelson, was a registered financial professional .
Jackie is a previously registered financial professional and started their career in finance in 2006. Jackie had worked at 3 firms and has passed the SIE 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
Start date: 2013
Experience
July 31, 2020 - November 15, 2024
BERGER FINANCIAL GROUP
September 9, 2016 - August 28, 2020
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
July 27, 2006 - September 9, 2016
CAMBRIDGE INVESTMENT RESEARCH, INC.
Primary Firm SEC Registration
BERGER FINANCIAL GROUP
CRD#: 308174 / SEC#: 801-118923
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
BERGER FINANCIAL GROUP
CRD#: 308174 / SEC#: 801-118923
Contact information
SEC notice filing (41 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 11,139 |
| AUM (Assets Under Management) | $ 2,948,862,004 |
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.
