DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Rebecca W Jacklin

Goelzer Investment Managementmixed wealthCarmel, InIA-onlyIAPD 4557830

Certified Financial Planner

Feed of 09/14/2026

Also filed as Rebecca Ann Wilhoite

At current firm

1 y

since Jun 4, 2025

In the industry

23 y

since Oct 24, 2002 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Managing Director, Institutional Advisory Servicesreportedgoelzerinc.comfirm site, Sep 15, 2026
Designations: CFPreportedgoelzerinc.comas printed on the bio page, Sep 16, 2026
Business email: rjacklin@goelzerinc.comreportedgoelzerinc.comfirm site, Sep 15, 2026
Direct business phone: 317-264-2687reportedgoelzerinc.comfirm site, Sep 15, 2026
Professional profile: goelzerinc.com/team/rebecca-jacklinreportedgoelzerinc.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Goelzer Investment Management mixed wealth current
since Jun 4, 2025 · Carmel, In
Pnc Capital Advisors LLC other
Feb 3, 2016 to May 30, 2025 · Indianapolis, In
J.P. Morgan Securities LLC wirehouse
Oct 1, 2008 to May 15, 2012 · Indianapolis, In
J.P. Morgan Securities Inc. unclassified
Sep 27, 2006 to Oct 1, 2008 · Indianapolis, In
Banc One Securities Corporation unclassified
Oct 29, 2002 to Sep 27, 2006 · Indianapolis, In

Moves

a registration end followed by a registration begin elsewhere

Pnc Capital Advisors LLC to Goelzer Investment Management
left May 30, 2025, registered Jun 4, 2025 (5 days) · Other
J.P. Morgan Securities LLC to Pnc Capital Advisors LLC
left May 15, 2012, registered Feb 3, 2016 (1359 days) · Other
J.P. Morgan Securities Inc. to J.P. Morgan Securities LLC
left Oct 1, 2008, registered Oct 1, 2008 (0 days) · corporate re-registration, not a move
Banc One Securities Corporation to J.P. Morgan Securities Inc.
left Sep 27, 2006, registered Sep 27, 2006 (0 days) · corporate re-registration, not a move

Signals

Rebecca W Jacklin left Pnc Capital Advisors Llc for Goelzer Investment Management (registered 2025-06-04)
May 30, 2025 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Wealth manager with institutional or fund businessderived
Years in industry: 23derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address