Jackie is Latona Wealth Partners’ administrative assistant and go-to resource for getting things done. A friendly and talented problem-solver, Jackie helps our clients with financial forms, on-line account access, duplicate statements, address updates, fund transfers, and much more.
Jackie has more than 14 years’ experience in the financial services industry. She began her career as a Service Representative with LPL Financial in San Diego. She has held positions as an Associate Service Consultant, Internal Consulting Associate and Business Development Associate. Jackie is delighted to provide her professional experience in helping our clients pursue their financial goals.
Jackie received her bachelor’s degree in Business Management from San Diego State University. She enjoys spending time with her friends and family, traveling, and exploring new foods and restaurants.