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Jessica A Cervinka

Kingsguard Capital LLC

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About Jessica A Cervinka

Jessica Cervinka is an Investment Advisor Representative at Kingsguard Capital LLC. Jessica has been in the financial services industry since 1995 and holds a Series 65 license. Jessica is registered with the state of Virginia and Florida. Jessica works with a variety of clients, including individuals, and provides a range of services, including portfolio management.

Firm Information

Jessica Cervinka is currently registered with Kingsguard Capital LLC. Kingsguard Capital LLC is an investment advisor registered with the SEC, with 2 licensed agents, 2 investment advisor representatives, and a total of 38 client accounts. The firm manages $4,797,527 in assets for individual clients. Kingsguard Capital provides portfolio management for individuals, as well as co-advisor and selection of other advisor services. They also offer educational seminars.

$4.80M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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co-advisor

Co-advisor

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Referral fees/co-advisor fees

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Jessica Cervinka’s Registration & Firm History

VA

04/21/2022 - Present

Kingsguard Capital LLC (GLEN ALLEN VA)

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Licenses & Designations

IA

Issued 03/14/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jessica A Cervinka.
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