Jaclynne Walsh
Equita Financial Network · Fort Washington, Pennsylvania
Jaclynne Walsh is a fee-only financial advisor at Equita Financial Network in Fort Washington, Pennsylvania, who holds the CFP credential. Equita Financial Network reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Equita Financial Network |
|---|---|
| Based in | Fort Washington, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $391.0M across 1,321 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 7912623 |
| Exams passed | Series 65 (2025) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.equitafn.com |
How Jaclynne's firm compares
- Equita Financial Network's average account is about $296,000, from its Form ADV (assets managed divided by 1,321 accounts).
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Questions about Jaclynne
Is Jaclynne Walsh a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jaclynne holds no broker registration, and Equita Financial Network reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jaclynne charge for financial advice?
Jaclynne's firm, Equita Financial Network, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jaclynne Walsh based?
Jaclynne Walsh is based in Fort Washington, Pennsylvania.
What credentials does Jaclynne Walsh hold?
Jaclynne Walsh holds the CFP credential.
Is Jaclynne Walsh registered with the SEC?
Yes. Jaclynne Walsh is registered as an investment adviser representative in MA (CRD 7912623), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Equita Financial Network manage?
Equita Financial Network reports $391.0M across 1,321 accounts in assets under management.
How do I contact Jaclynne Walsh?
Through Jaclynne's website, www.equitafn.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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