Jaci L Iannello

Current Employers

Employment History

• 10/2014 → 10/2017
  Ameritas Investment Corp
  Lincoln, NE
• 02/2015 → 10/2017
  Dennis W Wilson Insurance Agency
  Garden Grove, CA
• 09/2014 → 10/2017
  Wilson Financial Advisors
  Garden Grove, CA
• 10/2017 → 02/2020
  Seeman Holtz
  Newport Beach, CA
• 09/2019 → 12/2019
  Quest Capital Strategies, Inc.
  Lake Forest, CA
• 12/2019 → 02/2020
  Sa Stone Investment Advisors Inc.
  Birmingham, AL
• 02/2020 → 02/2022
  Financial Engines Advisors L.L.C.
  Sunnyvale, CA
• 02/2022 → Present
  Financial Engines Advisors L.L.C.
  Santa Clara, CA

Previous Registrations

• 2019-12-06 → 2020-02-18
  Stonex Advisors Inc.
  Birmingham, AL
• 2019-09-16 → 2019-12-06
  Quest Capital Strategies, Inc.
  Laguna Hills, CA
  Costa Mesa, CA

Other Businesses

(1) Village Townhomes; INVESTMENT RELATED: No; ADDRESS: 9635 Cornwall Dr, Huntington Beach, CA 92646; NATURE: Homeowners association board.; POSITION: Member at Large; START DATE: 03/01/2024; NUMBER OF HOURS/MONTH: ; HOURS/MNTH DURING SECURITIES TRADING HOURS: ; DUTIES: Communication: Keep homeowners informed and updated. Project Management: Overseeing the maintenance and upkeep of common areas. Enforce rules and regulations: Ensuring that the association's rules and regulations are followed. Attend monthly meetings: Discussing important topics, collecting input from homeowners, and making decisions that affect the community.

Exams

• S66 Uniform Combined State Law Examination
  2017-09-25
• S63 Uniform Securities Agent State Law Examination
  2014-11-11

Designations

Other Names

• Jaci L Iannello
• Jaci L Haas
• Jaci Mcmenamin-Iannello
• Jaci Haas