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Jacqueline Worstell

Brooklyn Fi, LLC

Brooklyn, NY

Napa, CA

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Current Employers
Brooklyn Fi, Llc

33 Nassau Ave, Brooklyn, NY 11222 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-02-09
NY RA APPROVED 2026-02-09
  • CA RA
    APPROVED
    Since 2026-02-09
  • NY RA
    APPROVED
    Since 2026-02-09

Branch Locations

33 Nassau Ave, Brooklyn, NY 11222 • United States

Napa, CA • 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
OrganizationCityStateFromTo
Abacus Wealth Partners Santa Monica CA 11/2022 08/2025
Cheryl R Worstell, Cpa Cupertino CA 01/2018 10/2022
Abacus Wealth Partners Santa Monica CA 06/2022 08/2022
Brooklyn Fi, Llc Napa CA 01/2026 Present
Homemaker Napa CA 10/2025 12/2025
G & J Seiberlich & Co., Llp Napa CA 01/2016 11/2017
  • 11/2022 → 08/2025
    Abacus Wealth Partners
    Santa Monica, CA
  • 01/2018 → 10/2022
    Cheryl R Worstell, Cpa
    Cupertino, CA
  • 06/2022 → 08/2022
    Abacus Wealth Partners
    Santa Monica, CA
  • 01/2026 → Present
    Brooklyn Fi, Llc
    Napa, CA
  • 10/2025 → 12/2025
    Homemaker
    Napa, CA
  • 01/2016 → 11/2017
    G & J Seiberlich & Co., Llp
    Napa, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-13
  • S65 Uniform Investment Adviser Law Examination
    2023-01-13
Designations
Other Names
  • Jacqueline Rios
  • Jacqueline Raygoza Montes

View on SEC IAPD

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LPL FINANCIAL LLC · Brooklyn, NY
LPL FINANCIAL LLC · BROOKLYN, NY
J.P. MORGAN SECURITIES LLC · BROOKLYN, NY
CETERA INVESTMENT ADVISERS LLC · BROOKLYN, NY
EDWARD JONES · BROOKLYN, NY
J.P. MORGAN SECURITIES LLC · BROOKLYN, NY
CITIGROUP GLOBAL MARKETS INC. · BROOKLYN, NY
STIFEL, NICOLAUS & COMPANY, INCORPORATED · Brooklyn, NY

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