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Jacqueline B

Series 63, Series 65

San Antonio, FL

OSAIC

Jacqueline Bennett is a financial advisor with Osaic Wealth, Inc. based in San Antonio, Florida, holding Series 63 and Series 65 designations and 41 years of industry experience. Her prior work includes roles at New Century Financial Group and DMG Financial LLC, and she has operated the Jackie Bennett Financial Group since 1984. Outside of her advisory work, she serves as Vice President of the BNI Signature Elite Chapter, managing its Membership Committee. Osaic Wealth, Inc. serves a diverse client base including individual and institutional investors through a broad network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to various managed account platforms. The firm employs asset-allocation tools and risk-assessment methodologies to construct investment portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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