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Jessica Anne French

Hogan French Financial Services

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About Jessica Anne French

Jessica French is a registered Investment Advisor Representative with Hogan French Financial Services. Jessica is also a Chief Operating Officer at Hogan Financial Services. She is a Series 65 licensed individual and has been in the industry for 8 years. She specializes in financial planning, pension consulting, educational seminars, and selection of other advisors. Jessica has a total of 10 clients and $14,500 in assets under management.

Firm Information

Jessica French is currently registered with Hogan French Financial Services. Hogan French Financial Services is a registered investment advisor with 2 licensed agents and 4 investment adviser representatives. The firm provides financial planning, pension consulting, and educational seminars to individuals. They manage approximately $14,500 in assets for 10 clients. Hogan French Financial Services also offers portfolio management for businesses and individuals.

$14,500

Assets Under Management

216

Total Clients

4

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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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

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Jessica French’s Registration & Firm History

UT

09/06/2023 - Present

Hogan French Financial Services (SOUTH JORDAN UT)

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Licenses & Designations

IA

Issued 04/08/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/19/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jessica Anne French.
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