Jacqueline Antone has been an investment adviser representative at Tamarisk Financial since July 2025, and is not listed among the firm’s executive officers or direct owners. Jacqueline Antone studied BSBA in Finance at Central Michigan University.
Tamarisk Financial, LLC is a Holland, MI firm with $781M under management, 1,378 clients and 16 advisers in one office, as of its July 2026 filing.
Jackie Antone is Senior Vice President, Investments & Market Strategist of West Michigan Advisors, based in Holland, Michigan. Antone has over three decades of experience in market strategy, portfolio construction and financial planning, with a focus on high-net-worth households, corporate executives and professionals navigating complex compensation packages. Antone works with the firm's CIO to access discretionary models and an institutional-level research bench.
Jacqueline Antone’s longest registration was 10 years at Wells Fargo Clearing Services, LLC (2010–2020). Before joining Tamarisk Financial in 2025, Jacqueline Antone was registered through Ameriprise Financial Services, LLC and Wells Fargo Clearing Services, LLC.
- West Michigan AdvisorsCurrent– present · 1 yearHolland, MI · Adviser representative · Firm CRD 312073
- Ameriprise Financial Services, LLC– · 4 yearsPortage, MI · Adviser representative · Firm CRD 6363
- Wells Fargo Clearing Services, LLC– · 10 yearsGrand Rapids, MI · Adviser representative · Firm CRD 19616
Investment adviser representative registrations
Jacqueline Antone is registered as an investment adviser representative in Michigan, since July 2025.
- MichiganSince 9 July 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 26 October 2010 |
| Series 7 | General Securities Representative Examination | 12 December 1994 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 8 March 1993 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 January 1993 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Jacqueline Anne Antone
- CRD
- 2314415
- Firm
- Tamarisk Financial · CRD 312073
- Office
- 301 HOOVER BLVD., SUITE 300, Holland, MI 49423
- Registration
- Investment adviser registration
- In the industry since
- March 1993
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- westmichiganadvisors.com
Where does Jacqueline Antone work?
Jacqueline Antone is an investment adviser representative registered through Tamarisk Financial, LLC since July 2025, and is not listed among the firm’s executive officers or direct owners.
Is Jacqueline Antone a financial advisor?
Yes. Jacqueline Antone has a current investment-adviser registration in Michigan, through Tamarisk Financial since July 2025.
How many years of experience does Jacqueline Antone have?
Jacqueline Antone has 33 years in the financial industry, since March 1993, across 3 adviser firms.
What exams has Jacqueline Antone passed?
Jacqueline Antone has passed 4 licensing exams: the Series 63, Series 6, Series 7 and Series 66. The earliest, the Series 63, was passed in January 1993. FINRA credited Jacqueline Antone with the SIE, which began in October 2018.
Where did Jacqueline Antone work before Tamarisk Financial?
Before Tamarisk Financial, Jacqueline Antone was registered through Wells Fargo Clearing Services, LLC, October 2010 to November 2020.
Where is Jacqueline Antone based?
Jacqueline Antone’s registered office is in Holland, MI.
Is Jacqueline Antone registered with FINRA?
No. Jacqueline Antone has no current broker registration.
How can I verify Jacqueline Antone’s record?
Search CRD 2314415 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacqueline Antone’s full registration record.
