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JACQUELINE COSTNER

Registered Sales Associate

Jacqueline Costner began her distinguished career in the financial services industry in 1985 with Compass Investments, where she played an integral role in assisting representatives and clients with daily operations. Over the years, she developed a strong foundation in client service and operational support, gaining a deep understanding of the financial industry’s inner workings.

After a successful tenure at BBVA, Jacqueline transitioned to InVista Advisors in 2020, bringing with her a wealth of experience and a passion for providing exceptional client service and operational expertise.

Jacqueline is a graduate of Troy State University, where she earned a Bachelor of Science in Business Administration from 1981 to 1985. She holds her Series 6, Series 63, and insurance licenses, underscoring her comprehensive knowledge and ability to serve clients effectively across various financial needs.

Outside of her professional life, Jacqueline is a proud mother to her son, Cody. She is an active member of Calvary Baptist Church, where she is involved in community activities and church life.

With her seasoned experience in the financial services industry, Jacqueline is committed to delivering personalized and thoughtful service to each client, helping them navigate the complexities of their financial journeys.

CONTACT

350 Leavell Circle Montgomery, AL 36117 - 334.387.0094 Mon-Fri: 8am - 4pm  

SERVICES

Individuals & Families Business Consulting Charities & Non-Profits  

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DISCLOSURE
CLIENT RELATIONSHIP SUMMARY
LPL FINANCIAL CRS LPL
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Securities offered through LPL Financial. Member FINRA & SIPC. Advisory services offered through InVista Advisors, a Registered Investment Advisor, and a separate entity from LPL Financial.

The LPL Financial registered representatives associated with this page may only discuss and/or transact securities business with residents of the following states: AL, GA, FL, KY, LA, MD, MT, NC, TX, VA.

Advisors associated with InVista Advisors may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of InVista Advisors; or (2) solely investment advisor representatives of InVista Advisors and not affiliated with LPL Financial. Investment advice offered through InVista Advisors, a registered investment advisor and separate entity from LPL Financial.

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  • HOME
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    • INDIVIDUALS & FAMILIES
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