Jacqueline Dana Adler
Investment adviser representative at Forum Financial Management, LP
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$8.7BFirm 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 assetsFixed 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
11 years in the industry.
- Forum Financial Management, LPJun 2026 to now
- Forum FinancialJun 2026 to now
- Guide My FinancesFeb 2025 to May 2026
- Osaic Wealth IncFeb 2025 to Apr 2026
- Gates Pass Advisors, LLCJul 2024 to Jan 2025
- Spinnaker Investment Group, LLCSep 2022 to Jul 2024
- Jda Financial / Paradigm Money Managment, LLCDec 2021 to Oct 2022
- Mercer Global Advisors Inc.May 2021 to Nov 2021
- Fidelity Personal and Workplace AdvisorsJan 2020 to Mar 2021
- TIAA-CREF Individual & Institutional Services, LLCOct 2015 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (CA).
Forum Financial Management, LP
$8.7BAssets managed
5,841Clients
112Advisers
17 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
- 4481267
- Firm CRD
- 145706