Our financial advice team

Jacqueline Warner, Associate Financial Advisor serving the Houston, TX area - Ameriprise Advisors

Jacqueline Warner

Associate Financial Advisor

Client Relationship Manager
Pennington Wealth Management
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
EMAIL
PHONE
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Estate Planning Strategies
  • Investment Management
  • Retirement Planning Strategies

Awards & recognition

  • Pennington Wealth Management, InvestmentNews, Best Places to Work for Financial Advisers, 2023 - 2024
  • Pennington Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023 - 2024
  • Pennington Wealth Management, Forbes Top Wealth Management Teams: High Net Worth, 2022 - 2023
  • Pennington Wealth Management, Houston Business Journal Largest Houston-Area Money Management Firms List, 2010 - 2022

Community participation

Our team makes time to go out and volunteer with non-profits in the Houston area at least four times each year! We're always looking for ways we can give back to the community, below you'll find a few organizations we work with frequently:

  • Agape Development
  • BEAResource
  • Kids' Meals

My photos

3 albums
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Connect with us

Jacqueline Warner may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.

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Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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