Jacqueline Margaret Distefano
Investment Adviser Representative at Invst, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jacqueline Margaret DiStefano is an investment adviser representative with Invst, LLC in Colts Neck, NJ, where they have been registered since 2023, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in New Jersey.
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:
- New Jersey
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.
- Invst, LLC Dba Levine Financial GroupFeb 2022 – Sep 2026Colts Neck, NJ
- Park Avenue SecuritiesMay 2021 – Jan 2022New York, NY
- Afternoon CultureApr 2020 – May 2021Freehold, NJ
- Full-Time StudentJan 1999 – Apr 2020Freehold, NJ
- Tomoro LLCAug 2026 – Sep 2026Colts Neck, NJ
- Empirikal Partners LLCSep 2026 – no end date reportedPhoenix, AZ
- Little FISH Consutling, LLCDec 2023 – no end date reportedFreehold, NJ
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Invst, 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
- Hourly
- Fixed fee
- Other
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
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 33
- Offices listed on AdvisorFinder:
- 8
- Main office:
- Indianapolis, IN
- SEC file number:
- 801-107265
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 2, 2026
View full firm profileOther advisors at Invst, LLC
Showing 12 of 33 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 Margaret Distefano 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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