Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Barbey is an experienced investment advisor with over 14 years in the financial industry. Jessica is currently registered with Westpark Capital, Inc., a firm with offices in Los Angeles, CA and River Falls, WI. Prior to joining Westpark, Jessica has held positions at several prominent firms including Wells Fargo Clearing Services, LLC, Woodbury Financial Services, Inc., and Ameriprise Financial Services, Inc. Jessica holds Series 4, 7, 9, 10, 24, 63 and 65 licenses. Jessica specializes in financial planning and portfolio management for individuals and provides selection of other advisors for clients.
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.
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
CA
01/17/2024 - Present
Westpark Capital, Inc. (LOS ANGELES CA)
MN
10/15/2018 - 03/22/2022
WELLS FARGO CLEARING SERVICES, LLC (SAINT PAUL MN)
MN
10/08/2014 - 02/09/2018
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
MN
02/12/2014 - 09/25/2014
CRI SECURITIES, LLC (ST PAUL MN)
MN
02/07/2014 - 09/25/2014
SECURIAN FINANCIAL SERVICES, INC. (ST PAUL MN)
MN
06/01/2012 - 12/24/2013
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MN
02/11/2011 - 05/29/2012
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
08/01/2008 - 02/10/2011
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (MINNEAPOLIS MN)
MN
03/07/2007 - 07/25/2008
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
IA
Issued 08/02/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2012
Series 4 - Registered Options Principal Examination
BC
Issued 07/16/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/18/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/02/2008
Series 24 - General Securities Principal Examination
BC
Issued 02/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jessica Barbey is the right advisor for you? Invested Better is here to help.
