Jacqueline Menna

Jacqueline Menna


  • Series 6, 7, 63, 66
  • Variable Life Accident and Health



  • Bachelor of Science with a concentration in finance from Wagner College


  • Retirement Planning
  • Mutual funds
  • Annuities
  • 401(k)/403(b) Rollovers
  • College Planning
  • Life Insurance
  • IRA/Roth IRA Investments
  • Budget/Debt Consultations

Phone Number:

631-605-8400 ext 102


Focused on helping you

I am a graduate from Wagner College, where I earned a Bachelor of Science degree in Business Administration with a concentration in Finance. On campus I was a member of several organizations including Alpha Omicron Pi, an international Fraternity and Panhellenic Council. I held various leadership positions during my academic career with these groups including, Historian, Social Media Chairman, Vice President of Administration and President. Post graduation I joined the local alumnae chapter to continue the philanthropic pursuits of the Fraternity, I currently hold the office of Philanthropic Chairman. This was in addition to my focus on obtaining my financial licenses.

I have earned the Series 6, 7 & 63, as well as hold the Variable Life Accident & Health license. I constantly keep abreast of current regulations in the industry so that I can provide the best quality services to my clients.

I believe everyone is unique. I keep this in mind when providing financial advice. I endeavor to understand what my client’s needs are, where they are today and where they want to be tomorrow. Together we will set goals and create a plan focused on your needs. I provide services in retirement planning, annuities, life insurance, college planning, 403(b), IRA investments, debt consolidation, mutual funds, and much more. Remember a goal without a plan is simply just a wish. It’s time to make your goals a reality.

Ready to get started?

Contact us today to meet with an advisor.