Jacquelyn Marie Thorsen
Investment adviser representative at Florida Financial Advisors, LLC
13 yearsExperience
2 statesRegistered in
$456.1MFirm assets
3 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Trinity Wealth Securities, LLCJul 2022 to now
- Florida Financial Advisors, LLCJul 2021 to now
- State University of New York At GeneseoJan 2021 to Jun 2021
- Genesee Valley PodiatryOct 2020 to Dec 2020
- East Hampton Indoor TennisJun 2015 to Sep 2020
- Sam's Bar & RestaurantJun 2013 to Aug 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Florida Financial Advisors, LLC
$456.1MAssets managed
3,005Clients
842Advisers
3 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
- 7413409
- Firm CRD
- 288811