Jaclyn Nicole Harvey

Current Employers

Employment History

• 03/2017 → 02/2021
  Lincoln Investment
  Bohemia, NY
• 08/2016 → 01/2017
  Legend
  Bohemia, NY
• 02/2021 → Present
  Kestra Investment Services, Llc
  Port Jefferson, NY
• 01/2021 → Present
  Kestra Advisory Services Llc
  Port Jefferson, NY

Previous Registrations

• 2018-02-01 → 2021-02-22
  Lincoln Investment
  Bohemia, NY
  Fort Washington, PA
• 2020-08-26 → 2021-02-22
  Capital Analysts
  Bohemia, NY

Other Businesses

Name: Coastline Wealth Management Investment Related: Yes Address: 414 Main Street Port Jefferson NY 11777 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance Position, Title or Relationship: Financial Advisor, Certified Retirement Counselor??,?,?? Start Date: 2/22/2021 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: I advise clients regarding specific investment options and insurance products that meet their needs. Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 southwest pkwy, BLDG 2, suite 400 Austin TX 78738 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Financial Advisor, Certified Retirement Counselor??,?,?? Start Date: 2/22/2021 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Obligated to advise in a fiduciary capacity based on what would be best for each client's individual needs. Name: Jaclyn Cupito Investment Related: Yes Address: 414 Main Street Port Jefferson NY 11777 Nature of Business: Insurance Position, Title or Relationship: Agent Start Date: 2/22/2021 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: To find a suitable product to meet clients' insurance needs, help them through the application process and place policy in force. Name: JACLYN HARVEY POSI: Insurance Agent NATURE: Insurance INV REL: Yes # OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 12/01/2023 ADDRESS: 1303 Main Street, Port Jefferson NY 11777 DESC: Assessing and providing our clients with additional business risk insurance coverage not covered by their existing coverage if and when appropriate. Name: JACLYN HARVEY (@JACKIETHEPLANNER) POSITION: Sole Proprietor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 20 SECURITIES TRADING HOURS: 4 START DATE: 05/24/2024 ADDRESS: 1303 Main Street, Port Jefferson NY 11777, United States DESCRIPTION: Social media content creator. Name: JLJH PROPERTIES, LLC POSITION: Member NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2025 ADDRESS: 13691 County Hwy 18, Hobart NY 13788, United States DESCRIPTION: I am one of two members involved with JLJH Properties, LLC. My role is to oversee the business and financial end of the business.

Exams

• S66 Uniform Combined State Law Examination
  2017-08-14

Designations

Other Names

• Jaclyn Cupito
• Jaclyn Nicole Cupito