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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 Lim is a financial advisor with over 14 years of experience in the industry. Jessica Lim is currently registered with Corient, where Jessica Lim specializes in providing financial planning and portfolio management services to individuals, businesses, and institutions. Jessica Lim has held previous positions at Avalon Wealth Management LLC and Avalon Investment & Advisory. Jessica Lim holds the Series 65, Series 7TO and SIE licenses. Jessica Lim is a highly experienced financial advisor who is dedicated to helping 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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
FL
05/02/2023 - Present
Corient (MIAMI FL)
TX
01/18/2021 - 05/05/2023
AVALON WEALTH MANAGEMENT LLC (HOUSTON TX)
BC
Issued 02/27/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/23/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/27/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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