Jacqueline Lee Bulava
Investment adviser representative at Lasalle ST. Investment Advisors, L.L.C.
21 yearsExperience
1 stateRegistered in
$5.7BFirm assets
37 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Lasalle ST. Investment Advisors, L.L.C.Apr 2025 to now
- Osaic Advisory Services, LLCNov 2024 to now
- Osaic Wealth, Inc.Jun 2024 to now
- Draper & Kramer MortgageApr 2017 to now
- Pillar Financial Advisors, LLCJan 2005 to now
- Arbor Point AdvisorsAug 2019 to Nov 2024
- Securities America, Inc.Aug 2019 to Jun 2024
- Cetera Advisor NetworksAug 2017 to Aug 2019
- Cwm, LLC dba Carson Group PartnersAug 2017 to Aug 2019
- Perl MortgageJun 2012 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (IL).
Lasalle ST. Investment Advisors, L.L.C.
$5.7BAssets managed
14,284Clients
158Advisers
37 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
- 6172232
- Firm CRD
- 109701