JACQUELINE DANA ADLER is an investment adviser representative (IAR) with state registration records since 2015, appearing at 9 firms. Currently registered with FORUM FINANCIAL MANAGEMENT, LP.
| Firm | From | To | Current |
|---|---|---|---|
| FORUM FINANCIAL MANAGEMENT, LP | 2026-06-23 | present | Yes |
| OSAIC WEALTH, INC. | 2025-02-13 | 2026-04-29 | — |
| RUZAM LLC | 2025-02-05 | 2026-05-26 | — |
| GATES PASS ADVISORS, LLC | 2024-07-30 | 2025-01-14 | — |
| SPINNAKER INVESTMENT GROUP, LLC | 2022-10-03 | 2024-07-17 | — |
| PARADIGM MONEY MANAGEMENT, LLC | 2022-01-26 | 2022-10-13 | — |
| MERCER GLOBAL ADVISORS INC. | 2021-07-27 | 2021-11-17 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2020-02-18 | 2021-03-13 | — |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2015-12-03 | 2019-12-06 | — |