Jacqueline Gailey

Employer firm

Florida Financial Advisors, LLC CRD 288811

$456M regulatory AUM 4,295 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2022 → 11/2022
  Florida Financial Advisors
  Orlando, FL
• 12/2020 → 09/2021
  Frank Reynolds & Company
  Daytona Beach, FL
• 10/2019 → 11/2020
  Money Concepts Inc.
  Lake Mary, FL
• 07/2019 → 10/2019
  Dorman Financial Management, P.A.
  Orlando, FL
• 06/2018 → 07/2019
  Frank Reynolds & Company
  Daytona Beach, FL
• 09/2017 → 03/2019
  Tijuana Flats
  Orlando, FL
• 07/2017 → 09/2017
  Ruth's Chris Steak House
  Lake Mary, FL
• 06/2016 → 07/2017
  Money Concepts Inc.
  Lake Mary, FL
• 07/2017 → 12/2020
  University Of Central Florida
  Orlando, FL
• 08/2013 → 05/2017
  University High School
  Orange City, FL
• 10/2021 → 12/2021
  Unemployed
  Debary, FL
• 05/2022 → 07/2023
  Trinity Wealth Securities, Llc
  Atlanta, GA
• 11/2022 → 07/2023
  Florida Financial Advisors Dba Georgia Financial Advisors
  Atlanta, GA
• 07/2023 → 03/2026
  Florida Financial Advisors Dba Tristate Financial Advisors
  Nashville, TN
• 07/2023 → 03/2026
  Trinity Wealth Securities, Llc
  Nashville, TN
• 03/2026 → Present
  Florida Financial Advisors Dba Georgia Financial Advisors
  Atlanta, GA
• 03/2026 → Present
  Trinity Wealth Securities, Llc
  Atlanta, GA

Other Businesses

Florida Financial Advisors (DBA Georgia Financial Advisors). Investment Related. 550 Pharr Road NE, Suite 400 Atlanta, GA 30305. Nature of Business: RIA. Position: Financial Consultant. Start Date: 03/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance, LLC (DBA Georgia Financial Advisors). Investment-Related. 550 Pharr Road NE, Suite 400 Atlanta, GA 30305. Nature of Business: Insurance. Position: Independent Contractor. 03/2026. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales o Trinity Wealth Securities. Investment Related. 550 Pharr Road NE, Suite 400 Atlanta, GA 30305. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 03/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Securities Related Activities. o J Gailey LLC. Not investment related. Nashville, TN 37209. Nature of business: LLC. Position: Owner. Start date: 1/1/2025. Hours per month: 160. Hours per month trading. Using for personal tax filing purposes.

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-05-24
• S65 Uniform Investment Adviser Law Examination
  2021-12-16

Other Names

• Jackie Gailey
• Jacqueline Marie Gailey