Jacqueline Clare Price

Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• 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

• 05/2017 → 08/2017
  Clare Controls Inc
  Sarasota, FL
• 06/2018 → 12/2018
  Grantham Mayo Van Otterloo & Co.
  Boston, MA
• 06/2019 → 12/2019
  Putnam Investments
  Boston, MA
• 08/2021 → 12/2024
  Cerity Partners Llc
  New York, NY
• 09/2013 → 06/2021
  Full-Time Education
  Boston, MA
• 01/2025 → Present
  Cerity Partners Llc
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-04-06