Jacqueline Harrison brings a wealth of experience and a unique international perspective to our team. Bilingual in English and Spanish, she has been instrumental in serving our diverse clientele. She takes great pride in her work not only for our clients but for her team as well.  She serves as a point of contact for our clients and is always striving to ensure a positive experience handling their day-to-day administrative and operational needs.  

Jacqueline, graduated with a bachelor’s degree in law. Her background provides a strong foundation in analytical thinking, attention to detail, and problem-solving—all essential skills in the financial services industry.

 Jacqueline’s professional career began at Wells Fargo Bank in 2016, she quickly advanced to Patrimonial Banker Associate within just a few months. In that role, she worked closely with high-net-worth international clients, developing a keen attention to detail and a deep understanding of client needs. She later transitioned to the securities division, now Wells Fargo Advisors, as a Senior Client Associate.

Jackie has been married to her husband, David, for 12 years, and together they have a 10-year-old son, David Joseph. Their family also includes their beloved Labrador Retriever, Snowy. Outside of work, Jacqueline enjoys a variety of activities, including swimming, skiing, ice skating, and reading. She also loves traveling and cheering on her son’s Ice Hockey Travel Team at the San Diego Ice Arena.