Inactive

Jacqueline Margaret Distefano

Indianapolis, IN

CRD 7380380

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Employer firm

Invst, LLC CRD 282863

$1.57B regulatory AUM 500 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:

Current Employers

Invst, Llc

3625 E 96Th St, Indianapolis, IN 46240 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2023-06-05

NJ RA
APPROVED

Since 2023-06-05

Branch Locations

293 Route 34, Colts Neck, NJ 07722 • United States

3625 E 96Th St, Indianapolis, IN 46240 • 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
Invst, Llc Dba Levine Financial Group	Colts Neck	NJ	02/2022	Present
Park Avenue Securities	New York	NY	05/2021	01/2022
Afternoon Culture	Freehold	NJ	04/2020	05/2021
Student	Freehold	NJ	01/1999	04/2020

02/2022 → Present

Invst, Llc Dba Levine Financial Group

Colts Neck, NJ
05/2021 → 01/2022

Park Avenue Securities

New York, NY
04/2020 → 05/2021

Afternoon Culture

Freehold, NJ
01/1999 → 04/2020

Student

Freehold, NJ

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-05-20

S65 Uniform Investment Adviser Law Examination

2023-05-20

View on SEC IAPD

Nearby Firms

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Nearby Investors

BRIAN E PATTERSON

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Nearby Offices

EQUITABLE ADVISORS, LLC · COLTS NECK, NJ

VARBECO WEALTH MANAGEMENT, LLC · COLTS NECK, NJ

LPL FINANCIAL LLC · COLTS NECK, NJ

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