Jacqueline Marie Battista
Investment adviser representative at Corepath Wealth Partners LLC
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$261.2MFirm 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
20 years in the industry.
- Corepath Insurance Services, LLCJan 2019 to now
- Corepath Wealth Partners LLCJan 2019 to now
- Ameriprise Financial Services, Inc.Jan 2011 to Dec 2018
- Dual Star DanceSep 2006 to Dec 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (CO).
Corepath Wealth Partners LLC
$261.2MAssets managed
230Clients
3Advisers
7 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
- 5822720
- Firm CRD
- 299951