Jacqueline Anne Antone
Investment adviser representative at West Michigan Advisors
17 yearsExperience
1 stateRegistered in
$781.3MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- West Michigan AdvisorsJul 2025 to now
- Ameriprise Financial Services, LLC.Nov 2020 to Jul 2025
- Ameriprise Financial Services, LLCMar 2020 to Mar 2020
- Wells Fargo Clearing Services, LLCNov 2016 to Nov 2020
- Wells Fargo Advisors LLCMay 2009 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (MI).
West Michigan Advisors
Legal name: Tamarisk Financial, LLC
$781.3MAssets managed
1,378Clients
17Advisers
5 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
- 2314415
- Firm CRD
- 312073