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Current Employers
Mutual Of Omaha Investor Services, Inc.

3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-09-26
CO RA APPROVED 2018-11-26
  • FL RA
    APPROVED
    Since 2022-09-26
  • CO RA
    APPROVED
    Since 2018-11-26

Branch Locations

1301 Riverplace Blvd. Suite 1638, Jacksonville, FL 32207 • United States

600 Grant Street Ste 304, Denver, CO 80203 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mutual Of Omaha Insurance Company Colorado Springs CO 08/2016 Present
National Swimming Pool Foundation Colorado Springs CO 12/2014 10/2016
Mutual Of Omaha Investor Services Inc. Colorado Springs CO 02/2017 Present
  • 08/2016 → Present
    Mutual Of Omaha Insurance Company
    Colorado Springs, CO
  • 12/2014 → 10/2016
    National Swimming Pool Foundation
    Colorado Springs, CO
  • 02/2017 → Present
    Colorado Springs, CO
Other Businesses

Mutual of Omaha Insurance representative 8610 Explorer dr. Colorado Springs, CO 80920 40+ hrs per week Start date:08/2016 Insurance Lines: Life, health, annuity Small Business Development Center Pikes Peak Colorado Springs, CO 3 hrs every week Start Date 1/2018 Volunteer Marketing Consultant Empowering Financial Freedom -DBA name and Owner Colorado Springs Co 80920 S-Corp started Jan 2018 40+ hours Jasper Restorations Corporation Jacksonville, FL 32208 S-Corp started 5/2023 Co-owner work as needed maybe 20 hrs a month Admin/marketing duties TikTOK Jacksonville Fl 32208 Started 3-1-24 10 Hrs A week Content Creator

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-03-30
S65 Uniform Investment Adviser Law Examination 2018-11-26
  • S63 Uniform Securities Agent State Law Examination
    2024-03-30
  • S65 Uniform Investment Adviser Law Examination
    2018-11-26
Other Names
  • Jacqueline Jeanette Nagel
  • Jacqueline Jeanette Williams
  • Jacqueline Jeanette Bell
  • Jacqueline Jeanette Larson
  • Jacquie Nagel
  • Jacqueline Jeanette Staples
  • Jacqueline Staples

View on SEC IAPD

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