Jackie McNeely

Jackie McNeely

Client Service Associate

Phone: 614-784-6000
Fax: 614-784-6010
E-mail:
 

Jackie joined Ascend Advisory Group in May of 2018 with more than ten years of experience in the financial services industry. Jackie assists clients daily with opening new accounts, account changes and asset transfers such as contributions, distributions, and account transfers or IRA options. She strives to deliver the best customer service experience in the industry. Her strong interpersonal, verbal and written communication skills enable her to apply effective solutions to client’s inquiries.

Jackie holds a Series 7 and 9 securities registrations. She is pursuing her Ohio life and variable annuities license and Series 10 registration. She is a graduate of Franklin University with a BS in Business Administration. Prior to joining Ascend Advisory Group, Jackie worked for JP Morgan Chase as a Supervision Officer, where she gained an enhanced focus on the investment sales process, while assuring compliance with the securities industry regulations.

Away from the office, Jackie enjoys the outdoors. She loves camping, hiking and spending quality time with her family and friends. She resides in Delaware, Ohio with her husband and 15 yr. old daughter. She is also a proud mother of her oldest daughter, whom is currently serving in the United States Navy stationed in Lemoore, California.

 

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Ascend Advisory Group, LLC is a separate entity from WFAFN.
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