Jacqueline Seena Zweig
Investment adviser representative at Independent Advisor Alliance, LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$17.2BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Independent Advisor Alliance, LLCDec 2025 to now
- Guardian Life Insurance CompanySep 2020 to now
- Park Avenue SecuritiesSep 2020 to now
- Jacqueline S Zweig, IncMar 2011 to now
- Guardian Life Insurance Co of AmericaApr 2017 to Aug 2020
- Park Avenue Securities, LLCApr 2017 to Aug 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (CA).
Independent Advisor Alliance, LLC
$17.2BAssets managed
45,002Clients
302Advisers
12 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
- 5375576
- Firm CRD
- 168267