Jacqueline K. Remar
MERITAS WEALTH MANAGEMENT | Financial Planner
SAN RAFAEL, CA 94903
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CRD#: 7008423
Professional summary
Jacqueline Kendall Remar, CFP®, who also goes by Jackie Kendall, Jacqueline Elaine Kendall, Jackie Remar, is a registered financial advisor currently at MERITAS WEALTH MANAGEMENT, LLC located in San Rafael, California.
Jacqueline is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jacqueline has worked at 1 firm .
Biography
Having previously held a variety of positions within the firm, Jackie is now one of Meritas’ valued Financial Planners. Her ranging roles have not only allowed her to cultivate a deep knowledge of Meritas’ core values and operations but have also given her the opportunity to acquire extensive experience in financial planning. Using these skills, Jackie assists clients with retirement planning, financial life planning, and portfolio management. She obtained her CFP® in August of 2018 after completing her coursework at the College for Financial Planning.
Jackie holds a B.S. in Business Administration with a concentration in Finance and a minor in Spanish from California Polytechnic State University, San Luis Obispo. Prior to joining Meritas in 2013, Jackie lived in Spain teaching English, an experience which allowed her to develop cross-cultural communication skills and an international perspective. Jackie is a Marin native who enjoys traveling, hiking, and spending time with friends and family—most importantly, her baby daughter whom she adores.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Are you a "fiduciary"?
Yes
Aliases
Jackie Kendall | Jacqueline Elaine Kendall | Jackie Remar
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jacqueline Kendall Remar'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: 2018
Experience
Current
August 31, 2018 - Present
MERITAS WEALTH MANAGEMENT, LLC
Office #1: 3950 Civic Center Drive Suite 210, San Rafael, CA 94903RIA
CRD#: 148565
SAN RAFAEL, CA
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".
MW
MERITAS WEALTH MANAGEMENT, LLC
CLARKE FINANCIAL | MERITAS WEALTH MANAGEMENT, LLC | CLARKE, GREGG, ERIC | CLARKE, GREGG
CRD#: 148565 / SEC#: 801-69687
RIA
Registered Investment Advisory firm - (10/29/2008 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
California(8/31/2018)
IAR
Texas(3/19/2019)
Exams
Current Firm
MW
MERITAS WEALTH MANAGEMENT, LLC
CLARKE FINANCIAL | MERITAS WEALTH MANAGEMENT, LLC | CLARKE, GREGG, ERIC | CLARKE, GREGG
CRD#: 148565 / SEC#: 801-69687
RIA
Registered Investment Advisory firm - (10/29/2008 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3950 Civic Center Drive Suite 210, San Rafael, CA 94903
Mailing Address
Phone number
(415) 300-4560
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 933 |
| AUM (Assets Under Management) | $ 533,826,660 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/28/2025 | ||
| 07/28/2023 | ||
| 11/23/2022 |
Red Flags
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Company Information
MERITAS WEALTH MANAGEMENT, LLC
Financial PlannerCRD#: 148565San Rafael, CA 94903TRUST BUT VERIFY
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