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Jacqueline B
Series 63, Series 65
San Antonio, FL
OSAIC
Jacqueline Bennett is a financial advisor with OSAIC based in San Antonio, Florida, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has worked at firms including New Century Financial Group and DMG Financial LLC, in addition to operating the Jackie Bennett Financial Group since 1984. Outside of advisory roles, she serves as Vice President of the BNI Signature Elite Chapter, managing the Membership Committee. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering both brokerage and advisory services through a multi-advisor platform. The firm utilizes model-based asset allocation and portfolio optimization tools, providing access to discretionary strategies, third-party managers, and alternative investments through a complex affiliate network.
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