Jaqueline V. Schadeck

GOLDEN WEALTH STRATEGIES

Bethesda, MD 20814

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CRD#: 6860421

Professional summary

Jaqueline Von Schadeck, CFP®, who also goes by Jacqueline Von Schadeck, Jaqueline Schadeck, is a registered financial advisor currently at GOLDEN WEALTH STRATEGIES located in Bethesda, Maryland.

Jaqueline is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jaqueline has worked at 7 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jacqueline Von Schadeck | Jaqueline Schadeck

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) Jacqueline Schadeck; Non-Investment Related; Atlanta, GA; Independent Insurance Agent; 08/2018; 120/hrs/Mo Devoted; 60/hrs/Mo Devoted during Security Trading Hours; Independent Life Insurance & Fixed Annuity Sales. 2) Jacqueline Schadeck; Non-Investment Related; Bethesda, MD; Independent Insurance Agent; 03/2023; 120/hrs/Mo Devoted; 60/hrs/Mo Devoted during Security Trading Hours; Independent Life Insurance Sales. 3) Jacqueline Schadeck; Non-Investment Related; Atlanta, GA; Author; Author; 08/2020; 0/hrs/Mo Devoted; 0/hrs/Mo Devoted during Security Trading Hours; Books for Sale.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jaqueline Von Schadeck'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^®

Certified Financial Planner

Start date: 2017

Experience

Current

February 6, 2024 - Present

GOLDEN WEALTH STRATEGIES

Office #1: 7200 Wisconsin Ave #500, Bethesda, MD 20814Office #2: 7000 Central Parkway Suite 1100, Atlanta, GA 30328

RIA

CRD#: 329932

Bethesda, MD

Past

November 20, 2023 - January 10, 2024

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

Atlanta, GA

Past

August 14, 2023 - October 6, 2023

IMPACT PARTNERSHIP WEALTH, LLC

RIA

CRD#: 313928

Atlanta, GA

Past

January 7, 2022 - January 24, 2023

FINANCIAL INTEGRITY ADVISORS, LLC

RIA

CRD#: 130458

Atlanta, GA

Past

June 21, 2021 - March 21, 2023

CAPITALWIZE, LLC

RIA

CRD#: 288124

ATLANTA, GA

Past

September 27, 2018 - February 26, 2021

SHERRILL & HUTCHINS FINANCIAL ADVISORY INC

RIA

CRD#: 105302

ATLANTA, GA

Past

December 1, 2017 - July 27, 2018

TAILORED WEALTH MANAGEMENT

RIA

CRD#: 159640

ATLANTA, GA

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

Georgia
(2/6/2024)

IAR

Maryland
(5/8/2024)

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

Current Firm

GOLDEN WEALTH STRATEGIES

GOLDEN WEALTH STRATEGIES | JACQUELINEPLANS, LLC

CRD#: 329932 / SEC#:

Georgia

Registered Investment Advisory firm - (2/6/2024 Approved)

Maryland

Registered Investment Advisory firm - (5/8/2024 Approved)

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Contact information

Main Address

7000 Central Parkway Suite 1100, Atlanta, GA 30328

Mailing Address

Phone number

(404) 465-2911

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Jaqueline V. Schadeck

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jaqueline Von Schadeck's CRS (Customer Relationship Summary).

Certified licenses

Experience

GOLDEN WEALTH STRATEGIES

AE WEALTH MANAGEMENT, LLC

IMPACT PARTNERSHIP WEALTH, LLC

FINANCIAL INTEGRITY ADVISORS, LLC

CAPITALWIZE, LLC

SHERRILL & HUTCHINS FINANCIAL ADVISORY INC

TAILORED WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Current Firm

GOLDEN WEALTH STRATEGIES

Contact information

Documents

Red Flags

Company Information

GOLDEN WEALTH STRATEGIES

TRUST BUT VERIFY

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