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GOLDEN WEALTH STRATEGIES
JACQUELINEPLANS, LLC
CRD 329932
7000 CENTRAL PARKWAY, SUITE 1100, ATLANTA, GA, 30328, United States
Phone
404-465-2911
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$0
Discretionary AUM
$0
Team
4 total employees; 1 advisory reps; 46 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees; REFERRAL/SOLICITOR'S FEES
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
All web addresses on file
Official SEC filing: View on IAPD