Jacquelyn Walker (Jackie) is a Senior Registered Client Associate with TSG Wealth Management. Jackie was formerly at The Private Asset Management Group since 2013 and joined TSG Wealth Management in 2020 with the rest of the team.
Jackie manages daily operations of client accounts, estate processing and delivers stellar customer service to our valued clients. She is also the lead for Retirement and Investment Plan Reviews via our unique modeling tool “Envision®”. Jackie holds Finra’s Series 7 General Securities Representative Registration and Security Investment Essentials Exam.
Jackie is a San Diego native and received her Bachelor’s Degree in Communication from California State University San Marcos. Her high attention to detail and results driven attitude make Jacquelyn an exceptional member of our Financial Advisory Team.