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RIA / WealthAdvisorCertified Financial Planner13 years in industry

JACQUELINE RAE WEBSTER

Advisor at FINWELL, INC.

BRENTWOOD, TN

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Search this name across graphsid dfx:ria:de02572d-bf9f-2604-f3ef-384f248e6807

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: May 8, 2013 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: FINWELL, INC.
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: Apr 16, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Apr 16, 2013
First registration: May 8, 2013
Dual registered: no
Other names: JACQUIE RAE LEWIS|JACQUIE RAE LEWIS|JACQUIE RAE LEWIS|JACQUELINE RAE LEWIS
IAPD individual key: 6166865

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
FINWELL, INC.	State registered	Dec 19, 2024	n/a	yes	BRENTWOOD, TN	Current employment
CAHABA WEALTH MANAGEMENT, INC.	Independent wealth	Dec 3, 2020	Nov 8, 2024	no	ATLANTA, GA\|NASHVILLE, TN\|ATLANTA, GA	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	May 1, 2015	Nov 17, 2020	no	NASHVILLE, TN	Previous registration
WELLS FARGO ADVISORS	Wirehouse	May 8, 2013	Jun 3, 2014	no	NASHVILLE, TN\|BIRMINGHAM, AL	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
CAHABA WEALTH MANAGEMENT, INC.	FINWELL, INC.	Nov 8, 2024	Dec 19, 2024	41	Firm change	RIA to state RIA
UBS FINANCIAL SERVICES INC.	CAHABA WEALTH MANAGEMENT, INC.	Nov 17, 2020	Dec 3, 2020	16	Firm change	Wirehouse to RIA
WELLS FARGO ADVISORS	UBS FINANCIAL SERVICES INC.	Jun 3, 2014	May 1, 2015	332	Firm change	Wirehouse to wirehouse

Relationships

Registered with (4)

→ FINWELL, INC.Registered adviserregistration: current employment
Dec 19, 2024 to presentfactForm ADV
→ CAHABA WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Dec 3, 2020 to Nov 8, 2024factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
May 1, 2015 to Nov 17, 2020factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
May 8, 2013 to Jun 3, 2014factForm ADV

Dated events

Occurred
Nov 8, 2024
Advisor changed firm
Jacqueline Rae Webster left Cahaba Wealth Management, Inc. for Finwell, Inc. (registered 2024-12-19)
Form ADVobserved 6 days ago