Jacqueline Seena Zweig

Current Employers

Employment History

• 03/2011 → Present
  Jacqueline S Zweig, Inc
  Newport Beach, CA
• 04/2017 → 08/2020
  Guardian Life Insurance Co Of America
  Newport Beach, CA
• 04/2017 → 08/2020
  Park Avenue Securities, Llc
  New York, NY
• 09/2020 → Present
  Guardian Life Insurance
  Irvine, CA
• 09/2020 → Present
  Park Avenue Securities
  Irvine, CA
• 06/2024 → Present
  Guardian Life Insurance Company
  Anaheim, CA
• 06/2024 → Present
  Park Avenue Securities
  Anaheim, CA

Previous Registrations

• 2017-04-05 → 2024-06-12
  Park Avenue Securities Llc
  Irvine, CA
  Anaheim, CA
• 2015-07-10 → 2015-12-23
  B. Riley Wealth Advisors, Inc.
  Irvine, CA
• 2012-08-15 → 2013-12-06
  Avantax Advisory Services
  Anaheim, CA
• 2007-10-24 → 2012-08-14
  Waddell & Reed
  Newport Beach, CA
  Irvine, CA

Other Businesses

1. Outside Insurance sales Life and Health Insurance license Start: 03/26/2019 Address:4675 MacArthur Court, Suite 725, Newport Beach, Ca 92660 10 bus hrs per month Investment related 2. Zweig & Asscociates CPA's LLP Partner with LLP. We provide Tax and Planning Services Start: 06/27/2017 Address: 4299 MacArthur Blvd, Suite 211, Newport Beach, CA 92660 Hrs per month - tot/bus: 160/80 Not investment related >10% Annual Compensation 3. Jacqueline S Zweig, Inc. Tax and accounting services Start: 03/31/2011 Address: 4299 MacArthur Blvd ste 211 Newport Beach, CA 92660 Hrs per month - tot/bus:40/20 Not investment related 4. Treasurer - Board of Directors for FPA of Orange County - started 12/2021 - Newport Beach, CA - 0%

Exams

• S66 Uniform Combined State Law Examination
  2007-10-23

Designations

Other Names

• Jacqueline Zweig