Advisor at Equita Financial Network, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Equita Financial Network, Inc.
Location
Marshfield, MA
Credentials
Series 65
Industry experience
< 1 year
Jaclynne Walsh is a financial advisor with Equita Financial Network, Inc. She holds a Series 65 designation and has been in the industry since 2022. Her prior experience includes roles at Barone & Associates, LLC and Anser Advisory. Equita Financial Network provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, and other registered investment advisers. The firm emphasizes market efficiency and strategic asset allocation, using sub-advisers and third-party managers to tailor portfolios that align with client objectives and risk tolerance.
Based on Equita Financial Network, Inc.
Based on Equita Financial Network, Inc.
Financial planning fixed fee up to $10,000 per plan
$0 - $250,000: 2.50% $250,001 - $500,000: 2.25% $500,001 - $1,500,000: 2.00% $1,500,001+: 1.50%
Up to $500 per hour for financial planning
Financial consulting ongoing fee up to $7,500 per quarter, payable monthly or quarterly
Fee-only: Financial planning fixed fee up to $10,000 per plan; Financial consulting fee up to $7,500 per quarter; Financial planning hourly fee up to $500 per hour
Marshfield, MA
Massachusetts
Clarity Point Financial Planning
2025 - Present (1 year)
Equita Financial Network, Inc.
2025 - Present (1 year)
Cambridge Investment research, Inc.
2024 - 2025 (1 year)
North Light Financial Services
2024 - 2025 (1 year)
Cambridge Investment research, Inc.
2024 - 2025 (1 year)
Barone & Associates, LLC
2022 - 2024 (2 years)
Anser Advisory
2016 - 2024 (8 years)
Barone & Associates, LLC
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Bensalem, PA
Conroy Capital LLC
Series 66
Newtown, PA
Premier Prosperity Advisors LLC
Series 63, Series 65
Newtown, PA
Paladin Retirement Advisors
Series 65
Wayne, PA
Acadia Investment Advisors LLC
Series 63, Series 66
Ambler, PA
Revland Wealth Advisors
CFP®
Bryn Mawr, PA
Earndex, LLC
I founded Earndex to help others find and remain on a path to financial security. I have deep expertise in all subject areas of financial planning including investments, retirement planning, insurance, tax planning, employee benefits, estate planning, and more. My job is to ensure you stay on course to achieve your long-term financial goals. While I work with a broad range of clients, I have significant experience working with business owners, particularly with solo service providers. Outside of work, I am a dedicated husband and father of two. I enjoy skiing, golf, and cooking for family and friends.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")