Support Team Profile

P: 949.833.5710

F: 949.833.5810

E: marcie@wmsirvine.com

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Marcie Jasso

As the Branch Operations Manager, Marcie is responsible for running all facets of the business. Her role includes insurance underwriting coordination, client relations and customer service. She acts as our liaison with our various service centers, third-party life insurance carriers and Home Office. Marcie has a proven executive management track record and over 30 years of experience in the wealth management industry.

Marcie began her career with AXA Advisors in 1987 as an intern while working on her Computer Application Degree.  She is a registered principal and general securities representative.

Marcie enjoys reading and spending time with her grandchildren.

Marisela “Marcie” Jasso is registered with AXA Advisors, LLC (NY, NY 212-314-4600) member FINRA, SIPC, and provides administrative support services only.

Education
Computer Applications – Rancho Santiago College
Licenses & Certifications
FINRA Series 7, 24

Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN).  Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor.  Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC; in UT as Equitable Network Insurance Agency of Utah, LLC; and in PR as Equitable Network of Puerto Rico, Inc.  Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed.  The information in this web site is not investment or securities advice and does not constitute an offer.  Wealth Management Strategies is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

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