Jacqueline M. Battista

COREPATH WEALTH PARTNERS LLC

Denver, CO 80237

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CRD#: 5822720

Professional summary

Jacqueline Marie Battista, CFP® is a registered financial advisor currently at COREPATH WEALTH PARTNERS LLC located in Denver, Colorado.

Jacqueline is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Jacqueline has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1) Licensed insurance professional. Non-advisory. Same address. 2) DUAL STAR DANCE STUDIO, DANCE TEACHER, DANCE, COMP:$1 TO $999, HRS:0-9.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacqueline Marie Battista'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®

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Current

January 29, 2019 - Present

COREPATH WEALTH PARTNERS LLC

Office #1: 4600 South Syracuse Street Suite 900, Denver, CO 80237

RIA

CRD#: 299951

Denver, CO

Past

June 15, 2011 - December 20, 2018

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

THORNTON, CO

Past

May 11, 2011 - December 20, 2018

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

THORNTON, CO

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".

COREPATH WEALTH PARTNERS LLC

COREPATH WEALTH MANAGEMENT LLC | COREPATH WEALTH PARTNERS LLC

CRD#: 299951 / SEC#: 801-114567

RIA

Registered Investment Advisory firm - (1/28/2019 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

Colorado
(1/29/2019)

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: 6/14/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/9/2011

General Securities Representative Examination

Current Firm

COREPATH WEALTH PARTNERS LLC

COREPATH WEALTH MANAGEMENT LLC | COREPATH WEALTH PARTNERS LLC

CRD#: 299951 / SEC#: 801-114567

RIA

Registered Investment Advisory firm - (1/28/2019 Approved)

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Contact information

Main Address

7114 E. Stetson Drive Suite #205, Scottsdale, AZ 85251

Mailing Address

Phone number

(480) 448-0334

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

COREPATH DISCLOSURE BROCHURE (3/19/2025)

Regulatory assets under management

Total Number of Accounts	864
AUM (Assets Under Management)	$ 217,891,813

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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Jacqueline M. Battista

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacqueline Marie Battista's CRS (Customer Relationship Summary).

Certified licenses

Experience

COREPATH WEALTH PARTNERS LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

COREPATH WEALTH PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/14/2011

SIE

Date: 10/1/2018

Series 7

Date: 5/9/2011

Current Firm

COREPATH WEALTH PARTNERS LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COREPATH WEALTH PARTNERS LLC

TRUST BUT VERIFY

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