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JD

Jackie Lou D. D'avolio-raquidan

5T WEALTH
NAPA, CA 94559
Some features on this profile are disabled
CRD#: 5338605
JD
Jackie Lou Daclan D'avolio-raquidan5T WEALTH

Professional summary

Jackie Lou Daclan D'avolio-raquidan, who also goes by Jackie Lou Daclan Davolio-raquidan, Jackielou Da Davolio-raquidan, Jackie Lou Raquidan, Jackie Lou D Raquidan, Jackie Lou D. Raquidan, Jackie Lou Daclan Raquidan, is a registered financial advisor currently at 5T WEALTH, LLC located in Napa, California.

Jackie Lou is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Jackie Lou has worked at 9 firms and has passed the Series 65, Series 63, Series 66, Series 7TO, Series 6TO, SIE, Series 7, Series 6 and Series 24 exams.

At a Glance

Always Fiduciary

Aliases

Jackie Lou Daclan Davolio-Raquidan | Jackielou Da Davolio-Raquidan | Jackie Lou Raquidan | Jackie Lou D Raquidan | Jackie Lou D. Raquidan | Jackie Lou Daclan Raquidan

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 Jackie Lou Daclan D'avolio-raquidan'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

January 5, 2026 - Present

5T WEALTH, LLC

Office #1: 595 Coombs Street, Napa, CA 94559
RIA
CRD#: 112552
NAPA, CA
Past

August 2, 2024 - February 10, 2025

LPL FINANCIAL LLC

BD
CRD#: 6413
NAPA, CA
Past

November 22, 2023 - September 18, 2024

CUSO FINANCIAL SERVICES, L.P.

BD
CRD#: 42132
Napa, CA
Past

April 20, 2016 - June 24, 2020

U.S. BANCORP ADVISORS, LLC

RIA
CRD#: 14455
WOODLAND HILLS, CA
Past

April 20, 2016 - June 24, 2020

U.S. BANCORP ADVISORS, LLC

BD
CRD#: 14455
PALO ALTO, CA
Past

April 15, 2015 - March 11, 2016

PFG ADVISORS

RIA
CRD#: 173344
SANTA CLARA, CA
Past

February 18, 2015 - March 21, 2016

LPL FINANCIAL LLC

RIA
CRD#: 6413
SANTA CLARA, CA
Past

February 17, 2015 - March 21, 2016

LPL FINANCIAL LLC

BD
CRD#: 6413
SANTA CLARA, CA
Past

May 16, 2013 - February 18, 2015

BBVA SECURITIES INC.

BD
CRD#: 27060
SAN CARLOS, CA
Past

August 8, 2012 - February 23, 2015

PNC MANAGED ACCOUNT SOLUTIONS, INC.

RIA
CRD#: 110476
SAN CARLOS, CA
Past

August 3, 2012 - May 16, 2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC

BD
CRD#: 17086
LODI, CA
Past

June 25, 2012 - July 18, 2012

U.S. BANCORP ADVISORS, LLC

RIA
CRD#: 14455
PALO ALTO, CA
Past

April 5, 2010 - July 18, 2012

U.S. BANCORP ADVISORS, LLC

BD
CRD#: 14455
PALO ALTO, CA
Past

June 26, 2007 - January 4, 2010

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
HAYWARD, 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".
5W
5T WEALTH, LLC
5T WEALTH | KRSEK & ANDREAE FINANCIAL ADVISORS, LLC | K & A ASSET MANAGEMENT, LLC | 5TQ CAPITAL, LLC | 5T WEALTH, LLC | 5T WEALTH MANAGEMENT, LLC

CRD#: 112552 / SEC#: 801-58183

RIA
Registered Investment Advisory firm - (7/1/2003 Approved)
California
Registered Investment Advisory firm - (7/15/2003 Terminated)

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
California
(1/5/2026)
IAR
Texas
(1/5/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/3/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/3/2024
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 6/22/2012
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/7/2023
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 11/7/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/4/2011
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 6/25/2007
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 11/7/2023
General Securities Principal Examination

Current Firm

5W
5T WEALTH, LLC
5T WEALTH | KRSEK & ANDREAE FINANCIAL ADVISORS, LLC | K & A ASSET MANAGEMENT, LLC | 5TQ CAPITAL, LLC | 5T WEALTH, LLC | 5T WEALTH MANAGEMENT, LLC

CRD#: 112552 / SEC#: 801-58183

RIA
Registered Investment Advisory firm - (7/1/2003 Approved)
California
Registered Investment Advisory firm - (7/15/2003 Terminated)
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Contact information

Main Address
595 Coombs Street, Napa, CA 94559
Mailing Address
Phone number
(707) 224-1340
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (2/25/2026)

Regulatory assets under management

Total Number of Accounts533
AUM (Assets Under Management)$ 331,362,448

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
08/04/2025
Cover Page
Report
07/23/2024
Cover Page
Report
08/08/2023
Cover Page
Report

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

5T WEALTH, LLC

CRD#: 112552Napa, CA 94559

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