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Marcie  Jasso

As the Branch Operations Manager, Marcie is responsible for running all facets of the business. Her role includes insurance underwriting coordination, client relations, and customer service. She acts as our liaison with our various service centers, third-party life insurance carriers, and Home Office. Marcie has a proven executive management track record and over 30 years of experience in the wealth management industry.

Marcie began joined the company in 1987 as an intern while working on her Computer Application Degree. She is a registered principal and general securities representative.

Marcie enjoys reading and spending time with her grandchildren.

Marisela “Marcie” Jasso is registered with Equitable Advisors, LLC (NY, NY 212-314-4600) member FINRA, SIPC, and provides administrative support services only.


Computer Applications – Rancho Santiago College

Licenses & Certifications

FINRA Series 7, 24