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Detailed Report
JACI L IANNELLO
JACI L HAAS, JACI HAAS, JACI MCMENAMIN-IANNELLO
CRD#: 6411855
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Investment Adviser
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Previous Broker
EDELMAN FINANCIAL ENGINESCRD#: 104510 2400 EAST KATELLA
SUITE 910
ANAHEIM, CA 92806
Registration History
2014201520162017201820192020202120222023202420252026IAEDELMAN FINANCIAL ENGINES (CRD# 104510)2020 - Present (5 years)BAMERITAS INVESTMENT CORP. (CRD# 14869)2014 - 2017 (3 years)IASA STONE INVESTMENT ADVISORS INC. (CRD# 174182)2019 - 2020 (<1 year)IAQUEST CAPITAL STRATEGIES, INC. (CRD# 16783)2019 - 2019 (<1 year)
License(s)

State Registrations

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California 3/2/2020
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Texas 12/22/2022
Current Registration(s)
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EDELMAN FINANCIAL ENGINES (CRD#:104510)
2400 EAST KATELLA SUITE 910, ANAHEIM, CA 92806
Registered with this firm since 3/2/2020
Previous Registration(s)
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 12/06/2019 - 02/18/2020 SA STONE INVESTMENT ADVISORS INC. (CRD#:174182) BIRMINGHAM, AL
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 09/16/2019 - 12/06/2019 QUEST CAPITAL STRATEGIES, INC. (CRD#:16783) COSTA MESA, CA
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 11/03/2014 - 11/10/2017 AMERITAS INVESTMENT CORP. (CRD#:14869) GARDEN GROVE, CA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.