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Jessica B Debold

Goldstone Financial Group, LLC

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About Jessica B Debold

Jessica B Debold is a financial advisor with Goldstone Financial Group, LLC. Jessica is a Certified Financial Planner. Jessica has been in the financial services industry for 17 years and specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals. Jessica is currently registered with the state of Illinois. Jessica previously worked at AXA ADVISORS, LLC and Buckingham Financial Group, Inc. Jessica has a Series 7 and Series 66 license.

Firm Information

Jessica Debold is currently registered with Goldstone Financial Group, LLC. Goldstone Financial Group, LLC is an investment advisor headquartered in Oakbrook Terrace, Illinois. They offer financial planning and portfolio management services to individuals and high-net-worth individuals. They manage over $817 million in assets and have 13 investment adviser representatives and 9 licensed agents.
Goldstone Financial Group, LLC

18W140 BUTTERFIELD ROAD

OAKBROOK TERRACE, IL 60181

$817.31M

Assets Under Management

Not reported

Total Clients

13

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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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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percentage of assets

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

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Jessica Debold’s Registration & Firm History

IL

08/06/2023 - Present

Goldstone Financial Group, LLC (OAKBROOK TERRACE IL)

OH

09/29/2006 - 09/04/2012

AXA ADVISORS, LLC (WILMINGTON OH)

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Licenses & Designations

BOTH

Issued 10/18/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/28/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jessica B Debold.
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