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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Bach is a registered investment advisor representative with Cadaret, Grant & CO., Inc. Jessica has been in the industry since March 2009. Jessica is registered with the state of New York, California, and Florida. Jessica's firm manages over $6.8 billion in assets. The firm's clients include individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and other investment advisors. Jessica has a Series 7, Series 63, and Series 65 license. Jessica offers a variety of investment advisory services, including financial planning, portfolio management, and educational seminars.
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.
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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NY
05/04/2021 - Present
Cadaret, Grant & CO., Inc. (JERICHO NY)
NY
09/30/2003 - 10/14/2005
CADARET, GRANT & CO., INC. (SYRACUSE NY)
IA
Issued 06/01/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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