Jacqueline R. Webster
Professional summary
Jacqueline Rae Webster, CFP®, who also goes by Jacqueline Rae Lewis, Jacquie Rae Lewis, is a registered financial advisor currently at FINWELL, INC. located in Nashville, Tennessee.
Jacqueline is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Jacqueline has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jacqueline Rae Webster's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2018
Experience
December 19, 2024 - Present
FINWELL, INC.
Office #1: 709 Merrit Avenue, Nashville, TN 37213December 3, 2020 - November 8, 2024
CAHABA WEALTH MANAGEMENT, INC.
May 1, 2015 - November 17, 2020
UBS FINANCIAL SERVICES INC.
May 1, 2015 - November 17, 2020
UBS FINANCIAL SERVICES INC.
May 8, 2013 - June 3, 2014
WELLS FARGO CLEARING SERVICES, LLC
April 9, 2013 - June 3, 2014
WELLS FARGO CLEARING SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/19/2024)
(12/20/2024)
Exams
Current Firm
FINWELL, INC.
CRD#: 310850 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 241 |
| AUM (Assets Under Management) | $ 72,639,414 |
Red Flags
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