Jacqueline P Bennett

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 10/2010 → 06/2017
  Dmg Financial Llc
  Littleton, CO
• 06/2017 → 04/2025
  New Century Financial Group
  Amarillo, TX
• 08/1984 → Present
  Jackie Bennett Financial Group
  Amarillo, TX
• 06/2015 → Present
  Osaic Wealth, Inc
  Amarillo, TX

Previous Registrations

• 2017-06-16 → 2025-12-31
  New Century Financial Group, Llc
  Amarillo, TX
  San Antonio, FL
  Princeton, NJ
  Amarillo, TX

Other Businesses

1. JACQUELINE PEARL BENNETT IS A REGISTERED REPRESENTATIVE. FROM TIME TO TIME, SHE WILL OFFER CLIENTS ADVICE OR PRODUCTS FROM THIS ACTIVITY. CLIENTS SHOULD BE AWARE THAT THESE SERVICES PAY A COMMISSION AND INVOLVE A POSSIBLE CONFLICT OF INTEREST, AS COMMISSIONABLE PRODUCTS CAN CONFLICT WITH THE FIDUCIARY DUTIES OF A REGISTERED INVESTMENT ADVISER. NEW CENTURY FINANCIAL GROUP ALWAYS ACTS IN THE BEST INTEREST OF THE CLIENT; INCLUDING IN THE SALE OF COMMISSIONABLE PRODUCTS TO ADVISORY CLIENTS. CLIENTS ARE IN NO WAY REQUIRED TO UTILIZE THE SERVICES ANY REPRESENTATIVE OF NEW CENTURY FINANCIAL GROUP IN SUCH INDIVIDUAL'S OUTSIDE CAPACITY. 2. Vice President of BNI Signature Elite Chapter Address: 2650 Lajuana Blvd, Wesley Chapel FL 33543 As VP I manage the Membership Committee and help chapter meet their goals. 3. JBJB MANAGEMENT, INC. POSITION: Owner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 12 START DATE: 07/15/1983 ADDRESS: 29426 Coharie Loop, San Antonio FL 33576, United States DESCRIPTION: Agent for my property and casualty clients. Sell home, auto, commercial property and liability insurance. 4. DBA - NEW CENTURY FINANCIAL GROUP POSITION: Financial Advisor NATURE: DBA for Corporate RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 140 START DATE: 01/01/2026 ADDRESS: 29426 Coharie Loop, San Antonio FL 33576, United States DESCRIPTION: Financial Advisor managing client assets on WMP.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-06-12
• S63 Uniform Securities Agent State Law Examination
  1984-10-06

Other Names

• Jacqueline Pearl Cooper
• Jacqueline Pearl Bennett
• Jackie P Bennett
• Jackie Cooper Bennett