Jacqueline A. Gilbert
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 Alberte Gilbert, who also goes by Jacqueline Assadourian, Jacqueline Garcia, Jacqueline A Gilbert, Jacqueline Gilbert, was a registered financial professional .
Jacqueline is a previously registered financial professional and started their career in finance in 2010. Jacqueline had worked at 7 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 7, 2025 - April 8, 2026
VALLEY WEALTH MANAGERS, INC.
September 18, 2025 - April 8, 2026
VALLEY FINANCIAL MANAGEMENT, INC.
July 17, 2025 - September 10, 2025
PRINCIPAL SECURITIES, INC.
July 8, 2025 - September 10, 2025
PRINCIPAL SECURITIES, INC.
November 8, 2023 - May 6, 2025
J.P. MORGAN SECURITIES LLC
November 7, 2023 - May 6, 2025
J.P. MORGAN SECURITIES LLC
February 4, 2019 - August 21, 2023
TRUIST ADVISORY SERVICES, INC.
December 6, 2018 - August 21, 2023
TRUIST INVESTMENT SERVICES, INC.
October 27, 2010 - July 18, 2011
SECURIAN FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
VALLEY WEALTH MANAGERS, INC.
CRD#: 108879 / SEC#: 801-25461
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
VALLEY WEALTH MANAGERS, INC.
CRD#: 108879 / SEC#: 801-25461
Contact information
SEC notice filing (25 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,957 |
| AUM (Assets Under Management) | $ 2,317,257,859 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/25/2024 | ||
| 09/07/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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