Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Ann Smith is an Investment Advisor Representative associated with Balanced Wealth Management, LLC. Jessica has been in the securities industry for 17 years and is registered in Rhode Island. Jessica has been with Balanced Wealth Management, LLC since February 2021. Prior to that, Jessica was employed by O'Hara Senior Care, MetLife, Touchstone Crystal and Wickford Wine Company. Jessica holds a Series 65 license. Jessica provides financial planning services, pension consulting, and portfolio management services for individuals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
1
2
RI
06/02/2022 - Present
Balanced Wealth Management, LLC (EAST GREENWICH RI)
IA
Issued 06/02/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Jessica Smith is the right advisor for you? Invested Better is here to help.
