Jacqueline Kurtz

Assistant Vice President, UIS; Client Advisor, RJFS
Office Phone: 540-213-7219

Jackie has a wide range of experience in the financial industry. She has been a branch manager, loan officer, investment counselor, and financial analyst. 

Each of these roles over the past 29 years has greatly shaped and influenced her perspective as a client advisor. Jackie feels very strongly about helping people and is passionate about building strategies that will help them meet their financial goals.

Jackie is also very involved within her community and participates with many associations,  including Shenandoah Women’s Alliance, Historic Staunton Foundation, Woodrow Wilson, Presidential Library Foundation, and Valley Alliance for Education.

Education is also important to Jackie. Jackie holds a Bachelor of Business in Finance and Economics from James Madison University, and earned master’s degrees from both James Madison and Radford Universities. She also holds Series 7, Series 66, and Virginia Life & Health Insurance licenses.

"My goal is to help clients achieve financial security by finding the solutions that best match their personal and family goals and objectives. I’m committed to helping my clients live with financial confidence."

Check the background of this investment professional on FINRA's BrokerCheck.
Disclosures:

Securities are offered through Raymond James Financial Services, Inc., Member FINRA / SIPC. View the Raymond James privacy notice.

Union Bank & Trust, Union Investment Services, and Union Wealth Management are not registered broker/dealers, and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Securities are not insured by bank insurance, the FDIC, or any other government agency, are not bank guaranteed, are not deposits or obligations of the bank, are subject to risks, including the possible loss of principal.

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