Unclaimed
Jessica Fields is a financial advisor with Edward Jones. Jessica is a Chartered Financial Consultant with 11 years of experience in the financial services industry. She has a Series 7, Series 66 and SIE license and is registered in 28 states, including Minnesota and Texas. Jessica specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Jessica helps individuals and families meet their financial goals by providing personalized financial advice and investment strategies.
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
MN
12/27/2018 - Present
Edward Jones (APPLE VALLEY MN)
BOTH
Issued 04/12/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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