# Jacqueline Lewis

> Jacqueline Lewis is a fee-only financial advisor at Brooklyn FI in San Marcos, California, who holds the CFP credential. Brooklyn FI reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jacqueline-lewis/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Brooklyn FI
- **Based in:** San Marcos, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $563.1M across 373 accounts
- **Credentials:** CFP
- **CRD:** 1560181 (https://adviserinfo.sec.gov/individual/summary/1560181)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 63 (2000), Series 65 (2005)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** https://www.brooklynfi.com/

## Frequently asked questions

### Is Jacqueline Lewis a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jacqueline holds no broker registration, and Brooklyn FI reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jacqueline charge for financial advice?

Jacqueline's firm, Brooklyn FI, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jacqueline Lewis based?

Jacqueline Lewis is based in San Marcos, California.

### What credentials does Jacqueline Lewis hold?

Jacqueline Lewis holds the CFP credential.

### Is Jacqueline Lewis registered with the SEC?

Yes. Jacqueline Lewis is registered as an investment adviser representative in CA and TX (CRD 1560181), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Brooklyn FI manage?

Brooklyn FI reports $563.1M across 373 accounts in assets under management.

### How do I contact Jacqueline Lewis?

Through Jacqueline's website, www.brooklynfi.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1560181): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.