Jacquelyn Nasca

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2012 → 10/2018
  Wilkinson Wealth Management, Llc
  Charlottesville, VA
• 05/2018 → 07/2025
  Lpl Financial, Llc
  Charlottesville, VA
• 08/2015 → 05/2023
  Zeider
  Arlington, VA
• 08/2012 → Present
  Wilkinson Wealth Management
  Charlottesville, VA
• 05/2021 → 07/2025
  Private Advisor Group, Llc
  Charlottesville, VA
• 07/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 07/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-05-14 → 2025-07-14
  Private Advisor Group, Llc
  Morristown, NJ
  Charlottesville, VA
• 2018-10-17 → 2021-05-20
  Lpl Financial Llc
  Charlottesville, VA

Other Businesses

1. NAME OF OTHER BUSINESS: WILKINSON WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 08/2012 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: INVESTMENT ADVISORY SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2018-10-15

Other Names

• Jacquelyn Maguire
• Jacquelyn Lee
• Jacquelyn Hoeing