# JACQUELINE DANA ADLER

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.

## Registration history (9)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [FORUM FINANCIAL MANAGEMENT, LP](https://search.stillhousedata.com/firm/145706) | 2026-06-23 | present | Yes |
| [OSAIC WEALTH, INC.](https://search.stillhousedata.com/firm/23131) | 2025-02-13 | 2026-04-29 | — |
| [RUZAM LLC](https://search.stillhousedata.com/firm/289013) | 2025-02-05 | 2026-05-26 | — |
| [GATES PASS ADVISORS, LLC](https://search.stillhousedata.com/firm/269983) | 2024-07-30 | 2025-01-14 | — |
| [SPINNAKER INVESTMENT GROUP, LLC](https://search.stillhousedata.com/firm/283414) | 2022-10-03 | 2024-07-17 | — |
| [PARADIGM MONEY MANAGEMENT, LLC](https://search.stillhousedata.com/firm/304097) | 2022-01-26 | 2022-10-13 | — |
| [MERCER GLOBAL ADVISORS INC.](https://search.stillhousedata.com/firm/147363) | 2021-07-27 | 2021-11-17 | — |
| [FIDELITY PERSONAL AND WORKPLACE ADVISORS](https://search.stillhousedata.com/firm/288590) | 2020-02-18 | 2021-03-13 | — |
| [TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC](https://search.stillhousedata.com/firm/20472) | 2015-12-03 | 2019-12-06 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4481267)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4481267.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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