Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Edmonds is a financial advisor with Ameriprise Financial Services, LLC. Jessica is a registered representative and investment advisor representative in Texas. She has been working in the financial industry since 2008. Jessica has extensive experience in providing financial advice to individuals and families. She is passionate about helping her clients achieve their financial goals. Jessica holds a Series 66 license, a Series 52TO license, a Series 7 license, and a Series 24 license. Jessica is also a registered principal. She is committed to providing her clients with personalized financial planning services. Jessica's previous employment includes Investment Professionals, Inc., Sigma Financial Corporation, WFG Investments, Inc., and USAA Financial Advisors, Inc.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
09/11/2018 - Present
Ameriprise Financial Services, LLC (San Antonio TX)
TX
03/23/2016 - 09/11/2018
INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)
TX
02/23/2015 - 03/21/2016
SIGMA FINANCIAL CORPORATION (SAN ANTONIO TX)
TX
11/25/2009 - 08/02/2013
WFG INVESTMENTS, INC. (SAN ANTONIO TX)
TX
05/23/2008 - 07/06/2009
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
BOTH
Issued 06/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/10/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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