Jacqueline Barbara Yapp
Investment adviser representative at Siebert Advisornxt, LLC.
15 yearsExperience
8 statesRegistered in
CFP® certificationDesignation
$391.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Siebert Advisornxt, LLC.Jul 2022 to now
- Wealthsource Partners, LLCJan 2016 to Jul 2022
- Avant-garde Advisors LLCDec 2011 to Dec 2016
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 8 states (AZ, CA, FL, HI, NJ, NV, NY, WI).
Siebert Advisornxt, LLC.
$391.5MAssets managed
973Clients
41Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2270080
- Firm CRD
- 288572