Jacqueline Williams

Employer firm

Fifth Third Securities, Inc. CRD 628

$10.9B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• SPONSOR WRAP FEE PROGRAM

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

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

Current Employers

Employment History

• 04/2014 → 02/2018
  Fidelity Investments
  Durham, NC
• 02/2018 → 11/2019
  First Citizens Investor Services
  Raleigh, NC
• 06/2019 → 11/2019
  First Citizens Asset Management
  Columbia, SC
• 11/2019 → Present
  Fifth Third Bank
  Raleigh, NC
• 11/2019 → Present
  Fifth Third Securities
  Raleigh, NC

Previous Registrations

• 2018-02-21 → 2019-11-08
  First Citizens Investor Services, Inc.
  Raleigh, NC
  Charlotte, NC
• 2019-06-21 → 2019-11-08
  First Citizens Asset Management, Inc
  Raleigh, NC
• 2015-08-13 → 2018-02-23
  Strategic Advisers Llc
  Durham, NC

Exams

• S66 Uniform Combined State Law Examination
  2015-08-13
• S63 Uniform Securities Agent State Law Examination
  2014-07-03

Other Names

• Jacqueline Danielle Gallant
• Jacqueline Danielle Azevedo
• Jacqueline Danielle Gallant
• Jacqueline Danielle Azevedo
• Jacqueline Danielle Williams