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JB

Jacqelyn Brian

RETIREMENT PLANNERS OF AMERICA
Plano, TX 75093
Some features on this profile are disabled
CRD#: 7765272
JB

Professional summary

Jacqelyn Brian, who also goes by Jacqelyn Sande, is a registered financial advisor currently at RETIREMENT PLANNERS OF AMERICA located in Plano, Texas.

Jacqelyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Jacqelyn has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jacqelyn Sande

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacqelyn Brian's CRS (Customer Relationship Summary).
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®
None

Experience

Current

July 11, 2025 - Present

RETIREMENT PLANNERS OF AMERICA

Office #1: 2820 Dallas Parkway, Plano, TX 75093
RIA
CRD#: 157222
Plano, TX
Past

October 30, 2023 - April 23, 2025

FISHER INVESTMENTS

RIA
CRD#: 107342
PLANO, TX

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".
RP
RETIREMENT PLANNERS OF AMERICA
MMWKM ADVISORS, LLC | RPOA ADVISORS, INC. | RETIREMENT PLANNERS OF AMERICA | MONEY MATTERS WITH KEN MORAIF

CRD#: 157222 / SEC#: 801-72262

RIA
Registered Investment Advisory firm - (4/4/2011 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
Texas
(7/11/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/30/2023
Uniform Investment Adviser Law Examination

Current Firm

RP
RETIREMENT PLANNERS OF AMERICA
MMWKM ADVISORS, LLC | RPOA ADVISORS, INC. | RETIREMENT PLANNERS OF AMERICA | MONEY MATTERS WITH KEN MORAIF

CRD#: 157222 / SEC#: 801-72262

RIA
Registered Investment Advisory firm - (4/4/2011 Approved)
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Contact information

Main Address
2820 Dallas Parkway, Plano, TX 75093
Mailing Address
Phone number
(469) 246-3600
Established
Firm type
Fiscal year end
# of Employees
126

SEC notice filing (43 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A APPENDIX 1 WRAP FEE PROGRAM BROCHURE (3/28/2025)
ADV PART 2A FIRM BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts15,760
AUM (Assets Under Management)$ 3,975,227,271

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.

Company Information

RETIREMENT PLANNERS OF AMERICA

CRD#: 157222Plano, TX 75093

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