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Jaclynne Paige Walsh

Equita Financial Network, Inc.

Fort Washington, PA

Marshfield, MA

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Current Employers
Equita Financial Network, Inc.

500 Office Center Drive Suite 400, Fort Washington, PA 19034 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-12-03
  • MA RA
    APPROVED
    Since 2025-12-03

Branch Locations

500 Office Center Drive Suite 400, Fort Washington, PA 19034 • United States

Marshfield, MA • 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
Cambridge Investment Research, Inc. Fairfield IA 05/2024 07/2025
Cambridge Investment Research, Inc. Fairfield IA 12/2024 07/2025
Barone & Associates, Llc Framingham MA 01/2022 04/2024
Anser Advisory Orlando FL 10/2016 04/2024
Barone & Associates, Llc Framingham MA 04/2012 10/2016
Equita Financial Network, Inc. Fort Washington PA 10/2025 Present
Clarity Point Financial Planning Marshfield MA 10/2025 Present
North Light Financial Services Plymouth MA 05/2024 07/2025
  • 05/2024 → 07/2025
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 12/2024 → 07/2025
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 01/2022 → 04/2024
    Barone & Associates, Llc
    Framingham, MA
  • 10/2016 → 04/2024
    Anser Advisory
    Orlando, FL
  • 04/2012 → 10/2016
    Barone & Associates, Llc
    Framingham, MA
  • 10/2025 → Present
    Equita Financial Network, Inc.
    Fort Washington, PA
  • 10/2025 → Present
    Clarity Point Financial Planning
    Marshfield, MA
  • 05/2024 → 07/2025
    North Light Financial Services
    Plymouth, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-26
  • S65 Uniform Investment Adviser Law Examination
    2025-09-26
Designations
Other Names
  • Jaclynne Paige Rothenberg

View on SEC IAPD

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Other Offices

BANCROFT CAPITAL, LLC · FORT WASHINGTON, PA
BARRISTER · FORT WASHINGTON, PA
COMMONWEALTH FINANCIAL NETWORK · FORT WASHINGTON, PA
FORVIS MAZARS WEALTH ADVISORS, LLC · Fort Washington, PA
BANCROFT CAPITAL, LLC · FORT WASHINGTON, PA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · FORT WASHINGTON, PA
MML INVESTORS SERVICES, LLC · Fort Washington, PA
BANCROFT CAPITAL, LLC · FORT WASHINGTON, PA

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