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RIA / WealthAdvisorCertified Financial Planner23 years in industry

REBECCA W JACKLIN

Advisor at GOELZER INVESTMENT MANAGEMENT

CARMEL, IN

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Search this name across graphsid dfx:ria:28e5ba91-ac5a-3076-5e60-dcbab9517f98

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Oct 29, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: GOELZER INVESTMENT MANAGEMENT
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 24, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Oct 24, 2002
First registration: Oct 29, 2002
Dual registered: no
Other names: REBECCA ANN WILHOITE|Becky Jacklin|Becky Wilhoite|Rebecca Wilhoite Jacklin
IAPD individual key: 4557830

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
GOELZER INVESTMENT MANAGEMENT	Mixed wealth	Jun 4, 2025	n/a	yes	CARMEL, IN	Current employment
PNC CAPITAL ADVISORS LLC	Other adviser	Feb 3, 2016	May 30, 2025	no	Indianapolis, IN	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Oct 1, 2008	May 15, 2012	no	Indianapolis, IN	Previous registration
J.P. MORGAN SECURITIES INC.	n/a	Sep 27, 2006	Oct 1, 2008	no	INDIANAPOLIS, IN	Previous registration
BANC ONE SECURITIES CORPORATION	n/a	Oct 29, 2002	Sep 27, 2006	no	INDIANAPOLIS, IN\|CHICAGO, IL\|INDIANAPOLIS, IN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PNC CAPITAL ADVISORS LLC	GOELZER INVESTMENT MANAGEMENT	May 30, 2025	Jun 4, 2025	5	Firm change	Other
J.P. MORGAN SECURITIES LLC	PNC CAPITAL ADVISORS LLC	May 15, 2012	Feb 3, 2016	1,359	Firm change after gap	Other
J.P. MORGAN SECURITIES INC.	J.P. MORGAN SECURITIES LLC	Oct 1, 2008	Oct 1, 2008	0	Bulk transfer	Other
BANC ONE SECURITIES CORPORATION	J.P. MORGAN SECURITIES INC.	Sep 27, 2006	Sep 27, 2006	0	Bulk transfer	Other

Relationships

Registered with (5)

→ GOELZER INVESTMENT MANAGEMENTRegistered adviserregistration: current employment
Jun 4, 2025 to presentfactForm ADV
→ PNC CAPITAL ADVISORS LLCRegistered adviserregistration: previous registration
Feb 3, 2016 to May 30, 2025factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Oct 1, 2008 to May 15, 2012factForm ADV
→ J.P. MORGAN SECURITIES INC.Registered adviserregistration: previous registration
Sep 27, 2006 to Oct 1, 2008factForm ADV
→ BANC ONE SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Oct 29, 2002 to Sep 27, 2006factForm ADV

Dated events

Occurred
May 30, 2025
Advisor changed firm
Rebecca W Jacklin left Pnc Capital Advisors Llc for Goelzer Investment Management (registered 2025-06-04)
Form ADVobserved 6 days ago