Jacqelyn Brian
Investment adviser representative at Retirement Planners of America
9 yearsExperience
1 stateRegistered in
$3.6BFirm assets
15 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
9 years in the industry.
- Retirement Planners of AmericaJul 2025 to now
- UnemployedMar 2025 to Jul 2025
- Fisher InvestmentsMar 2020 to Mar 2025
- Dimaco Ltd.Sep 2019 to Dec 2019
- Ashford UniversityJan 2016 to Jul 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
Retirement Planners of America
Legal name: Rpoa Advisors, Inc.
$3.6BAssets managed
5,657Clients
33Advisers
15 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
- 7765272
- Firm CRD
- 157222