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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.

  1. Retirement Planners of AmericaJul 2025 to now
  2. UnemployedMar 2025 to Jul 2025
  3. Fisher InvestmentsMar 2020 to Mar 2025
  4. Dimaco Ltd.Sep 2019 to Dec 2019
  5. 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
Advisor's SEC record (opens in a new tab)
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