Unclaimed
Jessica Brand is a financial advisor with Edward Jones, a firm that manages between $10 billion and $50 billion in assets for 27,895 clients. Jessica has been with Edward Jones since August 2021, and has held prior roles at Alerus Financial N.A., LeeAnne's Bridal, and Infinex Investments. Jessica holds the Series 66, Series 7TO, and SIE licenses. She is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed in multiple states, including North Dakota, Texas, and Arizona. Jessica specializes in financial planning, pension consulting, and portfolio management for businesses and individuals. Jessica is dedicated to helping her clients achieve their financial goals.
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.
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.
See schedule d - miscellaneous
1
2
ND
01/20/2023 - Present
Edward Jones (WEST FARGO ND)
BOTH
Issued 01/09/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/06/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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