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RIA / WealthAdvisorCertified Financial Planner12 years in industry

Jaqueline Von Schadeck

Advisor at GOLDEN WEALTH STRATEGIES

Atlanta, GA | Bethesda, MD

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Search this name across graphsid dfx:ria:95a1bf08-d3ca-7b3f-67bc-99be04c70770

Data as of Sep 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 4
On other graphs: 0
Observed: Dec 1, 2017 to Sep 18, 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: GOLDEN WEALTH STRATEGIES
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
First registration: Dec 1, 2017
Dual registered: no
Other names: Jacqueline Von Schadeck|Jaqueline Von Schadeck|jaqueline Schadeck
IAPD individual key: 6860421

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
GOLDEN WEALTH STRATEGIES	State registered	Jan 8, 2026	n/a	yes	Atlanta, GA\|Bethesda, MD	Current employment
GOLDEN WEALTH STRATEGIES	State registered	Feb 6, 2024	Dec 31, 2025	no	Bethesda, MD\|Atlanta, GA	Previous registration
AE WEALTH MANAGEMENT, LLC	Bd affiliated wealth	Nov 20, 2023	Jan 10, 2024	no	Atlanta, GA	Previous registration
IMPACT PARTNERSHIP WEALTH, LLC	Independent wealth	Aug 14, 2023	Oct 6, 2023	no	Hyattsville, MD\|MARIETTA, GA\|Atlanta, GA	Previous registration
FINANCIAL INTEGRITY ADVISORS, LLC	Institutional manager	Jan 7, 2022	Jan 24, 2023	no	PHILADELPHIA, PA\|Atlanta, GA	Previous registration
CAPITALWIZE, LLC	State registered	Jun 21, 2021	Mar 21, 2023	no	ATLANTA, GA	Previous registration
SHERRILL & HUTCHINS FINANCIAL ADVISORY INC	Independent wealth	Sep 27, 2018	Feb 26, 2021	no	ATLANTA, GA	Previous registration
TAILORED WEALTH MANAGEMENT	n/a	Dec 1, 2017	Jul 27, 2018	no	ATLANTA, GA	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
AE WEALTH MANAGEMENT, LLC	GOLDEN WEALTH STRATEGIES	Jan 10, 2024	Feb 6, 2024	27	Firm change	Ibd to state RIA
IMPACT PARTNERSHIP WEALTH, LLC	AE WEALTH MANAGEMENT, LLC	Oct 6, 2023	Nov 20, 2023	45	Firm change	RIA to ibd
CAPITALWIZE, LLC	FINANCIAL INTEGRITY ADVISORS, LLC	Mar 21, 2023	Jan 7, 2022	-438	Firm change after gap	Other
FINANCIAL INTEGRITY ADVISORS, LLC	IMPACT PARTNERSHIP WEALTH, LLC	Jan 24, 2023	Aug 14, 2023	202	Firm change	Other
SHERRILL & HUTCHINS FINANCIAL ADVISORY INC	CAPITALWIZE, LLC	Feb 26, 2021	Jun 21, 2021	115	Firm change	RIA to state RIA
TAILORED WEALTH MANAGEMENT	SHERRILL & HUTCHINS FINANCIAL ADVISORY INC	Jul 27, 2018	Sep 27, 2018	62	Firm change	Other

Relationships

Registered with (7)

→ GOLDEN WEALTH STRATEGIESRegistered adviserregistration: previous registration
Feb 6, 2024 to Dec 31, 2025factForm ADV
→ AE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Nov 20, 2023 to Jan 10, 2024factForm ADV
→ IMPACT PARTNERSHIP WEALTH, LLCRegistered adviserregistration: previous registration
Aug 14, 2023 to Oct 6, 2023factForm ADV
→ CAPITALWIZE, LLCRegistered adviserregistration: previous registration
Jun 21, 2021 to Mar 21, 2023factForm ADV
→ FINANCIAL INTEGRITY ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 7, 2022 to Jan 24, 2023factForm ADV
→ SHERRILL & HUTCHINS FINANCIAL ADVISORY INCRegistered adviserregistration: previous registration
Sep 27, 2018 to Feb 26, 2021factForm ADV
→ TAILORED WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Dec 1, 2017 to Jul 27, 2018factForm ADV

Dated events

Occurred
Jan 10, 2024
Advisor changed firm
Jaqueline Von Schadeck left Ae Wealth Management, Llc for Golden Wealth Strategies (registered 2024-02-06)
Form ADVobserved 5 days ago
Occurred
Oct 6, 2023
Advisor changed firm
Jaqueline Von Schadeck left Impact Partnership Wealth, Llc for Ae Wealth Management, Llc (registered 2023-11-20)
Form ADVobserved 5 days ago
Occurred
Mar 21, 2023
Advisor changed firm
Jaqueline Von Schadeck left Capitalwize, Llc for Financial Integrity Advisors, Llc (registered 2022-01-07)
Form ADVobserved 5 days ago
Occurred
Jan 24, 2023
Advisor changed firm
Jaqueline Von Schadeck left Financial Integrity Advisors, Llc for Impact Partnership Wealth, Llc (registered 2023-08-14)
Form ADVobserved 5 days ago