Jacqueline Nyree Clark Wigfield

Employer firm

Vicus Capital, Inc. CRD 116021

$2.99B regulatory AUM 316 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 10/2015 → 12/2016
  Jpmorgan Securities Llc
  Newark, DE
• 12/2016 → Present
  Vicus Capital, Inc
  State College, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-12-01

Other Names

• Jacqueline Bates
• Jacqueline Trezza
• Jacqueline Nyree Clark Trezza
• Jacqueline Nyree Clark Bates