Jacqueline Barbara Yapp
Investment Adviser Representative at Siebert Advisornxt, LLC.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jacqueline Barbara Yapp is an investment adviser representative with Siebert Advisornxt, LLC. in Beverly Hills, CA, where they have been registered since 2022. They have worked in the securities industry since 2013 and have been registered with 3 firms, including Wealthsource® and Avant-garde Advisors LLC. They are registered to provide investment advice in Arizona, California, Florida, Hawaii, Nevada, New Jersey, New York, and Wisconsin.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Arizona, California, Florida, Hawaii, Nevada, New Jersey, New York, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Avant-garde Advisors LLCDec 2011 – Dec 2016Century City, CA
- Wealthsource Partners, LLCJan 2016 – Jul 2022Century City, CA
- Siebert AdvisorNxtJul 2022 – no end date reportedBeverly Hills, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Siebert Advisornxt, LLC.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Tailored investment portfolios (conservative to aggressive), dedicated wealth management, personalized financial planning, portfolio recommendations, and automatic rebalancing.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 42
- Offices listed on AdvisorFinder:
- 9
- Main office:
- New York, NY
- SEC file number:
- 801-110718
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 23, 2026
View full firm profileOther advisors at Siebert Advisornxt, LLC.
Showing 12 of 42 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jacqueline Barbara Yapp has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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