Jaclyn Nicole Gilpin

Current Employers

Employment History

• 12/2020 → Present
  Christen Souers, Llc
  Fort Wayne, IN
• 04/2017 → 09/2017
  Cracker Barrel Old Country Store
  Auburn, IN
• 06/2021 → 09/2025
  Avantax Investment Services, Inc
  Fort Wayne, IN
• 06/2021 → 09/2025
  Avantax Advisory Services
  Fort Wayne, IN
• 01/2017 → 05/2020
  Purdue Fort Wayne
  Fort Wayne, IN
• 06/2016 → 12/2016
  Unemployed
  Auburn, IN
• 06/2020 → 11/2020
  Unemployed
  Auburn, IN
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Fort Wayne, IN
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-10-05 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Fort Wayne, IN

Other Businesses

1) CHRISTEN SOUERS, LLC POSITION: Staff Accountant NATURE: This company provides various accounting services, including book-keeping and seasonal tax return preparation and tax planning, as well as financial advising and retirement planning. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/01/2020 ADDRESS: 10347 Dawson`s Creek Blvd, Suite C, Fort Wayne IN 46825, United States DESCRIPTION: My duties include book-keeping, tax planning, tax return preparation, client relationship management, and making tax payments for corporation clients (paying UC tax and 941 payments when needed). 2) CHRISTEN SOUERS FINANCIAL SERVICES POSITION: Financial Professional NATURE: This company provides Financial Advising, Financial Investment and retirement planning services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2021 ADDRESS: 10347 Dawson`s Creek Blvd, Suite C, Fort Wayne IN 46825, United States DESCRIPTION: I have not yet started in this position. I will be studying to obtain licensing to practice financial advising/investing. I will then handle client relationship management and financial advising working under David L. Funk to learn. All investments will be completed through Avantax. 3) 734 COMMERCIAL LLC POSITION: Officer NATURE: Residential rental INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 10347 Dawson's Creek Blvd, Suite C, Fort Wayne IN 46825, United States DESCRIPTION: Collect and deposit rent checks, pay bills, keep books 4) 301 WARREN LLC POSITION: Owner NATURE: Commercial rental INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 10347 Dawson's Creek Blvd, Suite C, Fort Wayne IN 46825, United States DESCRIPTION: Collect and deposit rent checks, pay bills, keep books

Exams

• S66 Uniform Combined State Law Examination
  2021-10-05

Other Names

• Jaclyn N Funk
• Jaclyn Funk
• Jaclyn Nicole Funk