Jackie lou Daclan D'avolio-raquidan
Investment adviser representative at 5t Wealth, LLC
10 yearsExperience
2 statesRegistered in
$331.4MFirm assets
23 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- 5t Wealth, LLCFeb 2025 to now
- LPL Financial/redwood Credit UnionAug 2024 to Jan 2025
- Redwood Credit UnionNov 2023 to Jan 2025
- Cuso Financial Services/redwood Credit UnionNov 2023 to Aug 2024
- Not ApplicableMay 2023 to Nov 2023
- Capital Group, Private Client ServicesOct 2022 to Apr 2023
- Capital Group Private Client ServicesJul 2020 to Sep 2022
- Unionbanc Investment Services, LLCMar 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2012
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
5t Wealth, LLC
$331.4MAssets managed
297Clients
4Advisers
23 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
- 5338605
- Firm CRD
- 112552