Jacqueline Townsend

Employer firm

Jefferies Investment Advisers LLC CRD 325421

$5.15B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 05/2016 → 06/2018
  Sharky'S West
  Boonton, NJ
• 05/2018 → 01/2019
  Madewell
  Paramus, NJ
• 08/2018 → 03/2020
  Uniquely Caffeinated Cafes
  Storrs, CT
• 01/2019 → 08/2019
  Unversity Of Connecticut Orientation Services
  Storrs, CT
• 01/2019 → 03/2020
  University Of Connectiuct Undergraduate Student Goverment
  Storrs, CT
• 01/2020 → 08/2020
  Aflac
  New York City, NY
• 01/2020 → 03/2021
  Uncle Giuseppes
  Ramsey, NJ
• 01/2021 → Present
  Pizza One
  Wayne, NJ
• 03/2021 → 06/2021
  Whole Foods
  Wayne, NJ
• 06/2021 → 08/2021
  Travelers
  Edison, NJ
• 08/2021 → 12/2021
  North Jersey Country Club
  Wayne, NJ
• 10/2021 → 03/2022
  Innovation Boosters
  New York City, NY
• 03/2022 → 10/2022
  The Investment Center, Inc.
  Bedminster, NJ
• 10/2022 → Present
  Jefferies Llc
  New York, NY

Other Businesses

1. PIZZA ONE (RESTAURANT). EMPLOYEE - ASSIST CUSTOMERS, TAKE PHONE CALLS FOR ORDERS, SERVE CUSTOMERS, CLEAN UP STORE, MAKE CONDEMENTS/BREADS FOR STORE. TIME DEVOTED: 1-20%. ANNUAL INCOME: 1-20%. DATE ESTABLISHED: 3/1/21. 2. the name of the other business; Jax First Mile LLC whether the business is investment-related; No the address of the other business; 8 Baxter Place Pequannock, NJ 07440 the nature of the other business; Coaching Runners your position; Owner title, or relationship with the other business; Owner / Coach the start date of your relationship; 12/22/2025 the approximate number of hours/month you devote to the other business; 10 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; Creating the programs for clients as well as owner. 3.) SolidCore; No; 540B Broad St, Shrewsbury, NJ 07702; Part time coach; 4/29/2026; 24h per month; Fitness coach

Exams

• S66 Uniform Combined State Law Examination
  2025-11-12