Jacqueline Michelle Waterworth

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 04/2016 → 11/2020
  Lincoln Investment
  Fort Washington, PA
• 03/2021 → 03/2026
  Lpl Financial Llc
  Ephrata, PA
• 11/2020 → 03/2021
  Unemployed
  Ephrata, PA
• 03/2026 → 07/2026
  Unemployed
  Ephrata, PA
• 08/2026 → Present
  Raymond James Financial Services, Inc.
  Reading, PA
• 08/2026 → Present
  Raymond James Financial Services Advisors, Inc.
  Reading, PA
• 08/2026 → Present
  Fulton Bank
  Reading, PA
• 08/2026 → Present
  Fulton Financial Advisors
  Reading, PA

Previous Registrations

• 2021-04-12 → 2026-03-06
  Lpl Financial Llc
  Ephrata, PA
  Ephrata, PA
  Fort Mill, SC
• 2016-04-11 → 2020-11-02
  Lincoln Investment
  Fort Washington, PA
• 2014-02-03 → 2016-04-14
  Nationwide Securities, Llc
  Grandview Heights, OH
  Whitehall, PA
• 2012-01-06 → 2014-01-27
  Pnc Wealth Management Llc
  Camp Hill, PA
• 2008-06-30 → 2011-02-28
  Lincoln Financial Distributors, Inc.
  Radnor, PA
• 2008-06-04 → 2008-06-18
  Raymond James Financial Services, Inc.
  Lancaster, PA
• 2006-11-02 → 2008-06-05
  Cetera Investment Services Llc
  Shillington, PA
  Lancaster, PA
  Freehold, NJ

Other Businesses

(1) Name of Business: Fulton Bank Address: 3045 N 5th Street Highway Ste 16 , Reading, PA, 19605-2457, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 08/05/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Supervising territory of financial advisor sales assistants

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-10-23
• S63 Uniform Securities Agent State Law Examination
  2001-10-04

Other Names

• Jacqueline M Thompson
• Jacqueline Michelle Lee
• Jacqueline Michelle Taylor
• Jacqueline M Lee
• Jacqueline M Thomas
• Jacqueline Michelle Thomas