Jackie Lou Daclan D'AVolio-Raquidan

Current Employers

Employment History

• 03/2016 → 06/2020
  Unionbanc Investment Services, Llc
  Palo Alto, CA
• 10/2022 → 04/2023
  Capital Group, Private Client Services
  Los Angeles, CA
• 11/2023 → 08/2024
  Cuso Financial Services/Redwood Credit Union
  Napa, CA
• 11/2023 → 01/2025
  Redwood Credit Union
  Napa, CA
• 05/2023 → 11/2023
  Not Applicable
  West Hills, CA
• 08/2024 → 01/2025
  Lpl Financial/Redwood Credit Union
  Napa, CA
• 07/2020 → 09/2022
  Capital Group Private Client Services
  Los Angeles, CA
• 02/2025 → Present
  5T Wealth, Llc
  Napa, CA
• 02/2025 → Present
  5T Wealth, Llc
  Napa, CA

Previous Registrations

• 2016-04-20 → 2020-06-24
  U.S. Bancorp Advisors, Llc
  Orange, CA
  Palo Alto, CA
  Palo Alto, CA
  Woodland Hills, CA
  Orange, CA
• 2015-02-18 → 2016-03-21
  Lpl Financial Llc
  Santa Clara, CA
  Sunnyvale, CA
• 2015-04-15 → 2016-03-11
  Pfg Advisors
  Santa Clara, CA
• 2012-08-08 → 2015-02-23
  Pnc Managed Account Solutions, Inc.
  Stockton, CA
  Lodi, CA
  Lodi, CA
  San Carlos, CA
• 2012-06-25 → 2012-07-18
  U.S. Bancorp Advisors, Llc
  San Francisco, CA
  Palo Alto, CA
  Palo Alto, CA
  San Jose, CA
  Palo Alto, CA

Other Businesses

Your Great Escapes; Board of Director; Not Investment Related; 3171 Vichy Avenue Napa CA 94558; Description: Early-stage landscaping AI app; Responsibilities limited to quarterly board meetings (approximately one hour each), providing high-level strategic input and risk management oversight and No day-to-day operational involvement or management duties; Start date: 2025-09-01; 0 Hours per month devoted to business during or outside trading hours; No compensation received. Napa Global Institute; Co-Founder/Board of Director; Not Investment Related; 183 Hearthstone Drive American Canyon CA 94503; Description: Early-stage educational technology (Virtual Reality); Responsibilities limited to quarterly board meetings (approximately one hour each), Providing high-level strategic input and risk management oversight and No day-to-day operational involvement or management duties; Start date: 2025-09-01; 0 Hours per month devoted to business during or outside trading hours; No compensation received. 5T Insurance Solutions, LLC; Investment-related; Insurance Agent; 595 COOMBS STREET Napa, CA 94559; Less than 5 hours per month devoted to business during or outside trading hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-01-03
• S63 Uniform Securities Agent State Law Examination
  2024-09-03
• S66 Uniform Combined State Law Examination
  2012-06-22

Other Names

• Jackie Lou Raquidan
• Jackie Lou Daclan Raquidan
• Jackie Lou D Raquidan
• Jackie Lou D. Raquidan
• Jackielou Da Davolio-Raquidan
• Jackie Lou Daclan Davolio-Raquidan