JD
Jacquelyn D. Denson
VESTIA PERSONAL WEALTH ADVISORS
GRETNA, NE
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CRD#: 6007474
JD
Professional summary
Jacquelyn Diane Denson, CFP®, who also goes by Jacquelyn Diane Albertson, Jacque Denson, is a registered financial advisor currently at VESTIA PERSONAL WEALTH ADVISORS located in Gretna, Nebraska.
Jacquelyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Jacquelyn has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jacquelyn Diane Albertson | Jacque Denson
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.VESTIA HOLDINGS, LLC; ADMINISTRATIVE SUPPORT ENTITY; 9121 ILLINOIS RD. STE. 51, FORT WAYNE, IN 46804; MANAGING MEMBER; 01/2024; <1 HOUR PER MONTH, <1 HOUR PER MONTH DURING TRADING HOURS; EXECUTIVE LEADERSHIP ROLE. 2.VESTIA ADVISORS, LLC (DBAS "VESTIA PERSONAL WEALTH ADVISORS" AND "VESTIA RETIREMENT PLAN CONSULTANTS"); INVESTMENT RELATED; 9121 ILLINOIS RD. STE. 51, FORT WAYNE, IN 46804; SEC REGISTERED INVESTMENT ADVISER; OWNER; 01/2024; 120 HOURS PER MONTH, 100 HOURS PER MONTH DURING TRADING HOURS; EXECUTIVE LEADERSHIP ROLE. 3.VESTIA BROKERAGE, LLC; CONTRACTUAL RELATIONSHIP REQUIRING ASSIGNMENT OF CERTAIN COMMISSIONS; INVESTMENT RELATED; 9121 ILLINOIS RD. STE. 51, FORT WAYNE, IN 46804; MANAGING MEMBER; 1/2024; <1 HOUR PER MONTH, <1 HOUR PER MONTH DURING TRADING HOURS; EXECUTIVE LEADERSHIP ROLE. 4.VESTIA CONTRACT NEGOTIATION, LLC; CONTRACT NEGOTIATION SERVICES FOR PROFESSIONALS; NON-INVESTMENT RELATED; 9121 ILLINOIS RD. STE. 51, FORT WAYNE, IN 46804; MANAGING MEMBER; 12/2019; <1 HOUR PER MONTH, <1 HOUR PER MONTH DURING TRADING HOURS; EXECUTIVE LEADERSHIP ROLE. 5.VESTIA INSURANCE, LLC (DBAS "VESTIA INSURANCE SERVICES" AND "VESTIA BENEFIT SOLUTIONS"); 9121 ILLINOIS RD FORT WAYNE, IN 46804; LICENSED VESTIA ADVISORS, LLC PERSONNEL MAY OFFER OR REFER INSURANCE SOLUTIONS TO INVESTMENT ADVISORY CLIENTS. MANAGING MEMBER; 03/2019-PRESENT; 4-5 HRS/MO DURING TRADING HRS; DUTIES INCLUDE INTRODUCING CLIENTS TO POTENTIAL SOLUTIONS. 6.PERIDOT REVER HOLDINGS, LLC, INVESTMENT RELATED; 19022 HACKBERRY DRIVE, GRETNA, NE 68023; PROVIDES MANAGEMENT AND CONSULTING SERVICES FOR VESTIA HOLDINGS (NOT UTILIZED FOR ANY CLIENT PURPOSES); MANAGING MEMBER; 1.2024; 1-2 HRS/MO DURING TRADING HRS; DUTIES INCLUDE MANAGEMENT AND CONSULTING. 7.VINO MAS; NOT INVESTMENET RELATED; 14450 EAGLE RUN DR, UNIT 220, OMAHA NE 68116; WINE RETAIL AND BAR; SALES/CASHIER; NOV 1 2017; 10 HOURS PER MONTH, 0 DURING TRADING HOURS; RING OUT PURCHASES AND POUR WINE. 8.HANGOVER DOCTOR, LLC; NOT INVESTMENT RELATED; OMAHA, NE 68127; NUTRITION AND SUPPLEMENTS; CO-OWNER; 10/1/24; 10-20 HOURS PER MONTH, 0 DURING TRADING HOURS;CONSULT ON BUSINESS DECISIONS FOR THE BRAND - A HANGOVER REMEDY POWDER.
CRS (Client Relationship Summary) - RIA
Click below to view Jacquelyn Diane Denson's 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®
Start date: 2021
Experience
Current
May 18, 2018 - Present
VESTIA PERSONAL WEALTH ADVISORS
RIA
CRD#: 290565
GRETNA, NE
Past
January 27, 2014 - January 2, 2018
LARSON FINANCIAL GROUP, LLC
RIA
CRD#: 140599
Ralston, NE
Past
December 24, 2013 - December 31, 2017
LARSON FINANCIAL SECURITIES, LLC
BD
CRD#: 152517
SAINT LOUIS, MO
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".
VP
VESTIA PERSONAL WEALTH ADVISORS
HELD AWAY METHOD, LLC | VESTIA VENTURES, LLC | VESTIA RETIREMENT PLAN CONSULTANTS | VESTIA PERSONAL WEALTH ADVISORS | VESTIA INSURANCE, LLC | VESTIA CONTRACT NEGOTIATION, LLC | VESTIA BROKERAGE, LLC | VESTIA ADVISORS, LLC
CRD#: 290565 / SEC#: 801-112175
RIA
Registered Investment Advisory firm - (12/13/2017 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
Nebraska(1/17/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
VP
VESTIA PERSONAL WEALTH ADVISORS
HELD AWAY METHOD, LLC | VESTIA VENTURES, LLC | VESTIA RETIREMENT PLAN CONSULTANTS | VESTIA PERSONAL WEALTH ADVISORS | VESTIA INSURANCE, LLC | VESTIA CONTRACT NEGOTIATION, LLC | VESTIA BROKERAGE, LLC | VESTIA ADVISORS, LLC
CRD#: 290565 / SEC#: 801-112175
RIA
Registered Investment Advisory firm - (12/13/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9121 Illinois Road Suite 51, Fort Wayne, IN 46804
Mailing Address
Phone number
(877) 669-1126
Established
Firm type
Fiscal year end
# of Employees
27
SEC notice filing (28 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,829 |
| AUM (Assets Under Management) | $ 827,349,846 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/22/2024 | ||
| 10/30/2024 | ||
| 02/28/2023 |
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.
