Jacqueline Marie Onan

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
TN	RA	APPROVED	2025-05-09
FL	RA	APPROVED	2022-07-28

TN RA
APPROVED

Since 2025-05-09
FL RA
APPROVED

Since 2022-07-28

Branch Locations

Nashville, TN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Edward Jones	St Louis	MO	09/2007	07/2021
M&M Wealth Management, Llc	Fort Myers	FL	07/2021	12/2021
Lpl Financial	Miami Beach	FL	06/2022	Present
Unemployed	Miami Beach	FL	01/2022	06/2022

09/2007 → 07/2021

Edward Jones

St Louis, MO
07/2021 → 12/2021

M&M Wealth Management, Llc

Fort Myers, FL
06/2022 → Present

Lpl Financial

Miami Beach, FL
01/2022 → 06/2022

Unemployed

Miami Beach, FL

Previous Registrations

2021-07-14 → 2022-01-03

M&M Wealth Management, Llc

Miami Beach, FL

Fort Myers, FL
2007-12-04 → 2021-07-13

Edward Jones

Plover, WI

St Louis, MO

Chandler, AZ

Chandler, AZ

Los Angeles, CA

Other Businesses

1) 06/28/2022 - DBA for LPL Business (entity for LPL business) - Healthy Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Start Date 3/8/2022. 2) 06/28/2022 - Non-Variable Insurance - JACQUELINE MARIE ONAN - Investment Related - At Reported Business Location(s) - Start Date 9/2007 - 10 hr/mon - 10 hr/trading 3) 06/23/2025 - Healthy Wealth Insurance - Investment Related - Insurance Agency - At Reported Business Location(s) - Start Date:06/23/2025 - 4 Hrs/Mth - 4 Hrs During Trading. 4) 09/22/2025- JMW Mission, LLC- Real Estate Rental- INV Related- Nashville, TN- Start Date: 10/01/2025 - 1 Hours Per Month- 0 Hour During Trading. 5) 10/17/2025 - Jackie Danza Enterprises, Inc - Not Investment Related - Other - Holding Company - Various locations - Start Date:06/04/2025 - 1 Hrs/Mth - 0 Hrs During Trading. 6) 02/17/2026 - Jackie Danza Properties - Other - Business Owner - Not investment Related - Nashville, TN - Start Date 06/04/2025 - 1 hour per month/ 0 hours during trading 7) 02/17/2026 -City of Berry Hill - Non-Profit Board Member - Industrial Development Board Member - Not investment Related - Nashville, TN - Start Date 02/09/2026 - 1 hour per month/ 0 hours during trading 8) 04/14/2026 - Jackie Danza Entertainment, LLC - Outside/W-2 Employment - Not Investment Related - Nashville, TN - Start Date 03/30/2026 - 80 hours per month/ 20 hours during trading

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-11-07

S66 Uniform Combined State Law Examination

2007-11-07

Other Names

Jacqueline Marie Wolosek

View on SEC IAPD