Jacqueline Worstell
Professional Summary
Jacqueline Worstell, who also goes by Jacqueline Raygoza Montes, Jacqueline Rios, is a registered financial advisor currently at BROOKLYN FI, LLC located in Napa, California. Jacqueline is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Jacqueline has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jacqueline Raygoza Montes, Jacqueline Rios
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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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Years of Experience
3 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
BROOKLYN FI, LLC
Contact Information
Main Address
33 Nassau Ave, Brooklyn, NY 11222Phone Number
(332) 296-1660# of Employees
10SEC notice filing (19 States and Territories)
Registered to provide investment advisory services in 19 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
373AUM (Assets Under Management)
$563,098,081Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/15/2025 | Cover Page | Report |
| 05/22/2024 | Cover Page | Report |
| 09/12/2023 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
BROOKLYN FI, LLC
State Registrations and Notice Filings
(2/9/2026)
(2/9/2026)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Jacqueline Worstell's CRS (Customer Relationship Summary).
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