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Our financial advice team


Jacqueline Blau, Private Wealth Advisor serving the Auburndale, MA area - Ameriprise Advisors

Jacqueline Blau

CFP®, CLU®, ChFC®

Private Wealth Advisor

Skyeburst Wealth Management

An Ameriprise Private Wealth Advisor

15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 4.9 / 5 rating based on 46 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Investments
  • Insurance
  • Cash Flow Management Strategies
  • Domestic Partner Planning
  • Family Finances
  • Tax Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CLU® Chartered Life Underwriter®
  • ChFC® Chartered Financial Consultant®
  • Series 7 License: General Securities Representative
  • Series 66 License: Uniform Combined State Law
  • Life, Accident & Health license

Education

  • BBA Finance, The George Washington University, 2011

Awards & recognition

  • Forbes Best-in-State Women Wealth Advisors, 2023, 2024
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019, 2022, 2023, 2024
  • Forbes Top Next-Generation Wealth Advisors, 2018-2020, 2022
  • Forbes Best-in-State Wealth Advisors, 2023, 2024
  • Skyeburst Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023, 2024
  • Skyeburst Wealth Management, Forbes Top Wealth Management Teams: High Net Worth, 2023
  • Skyeburst Wealth Management, Barron’s Top 100 Private Wealth Management Teams, 2021, 2023

Professional associations

  • Executive Leadership Certificate - Cornell University

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

One of the many clothing drives Jackie organized with Catie's Closet!
One of the many clothing drives Jackie organized with Catie's Closet!
  • Newton Food Pantry
  • Catie's Closet, clothes and necessities for high school aged children

Interests

  • Spending time with family
  • Playing tennis and golf
  • Watching football (Go Pats!)
  • Trying new recipes
  • Traveling! Favorite spots... Italy, Paris, Scottsdale, and DISNEY!