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Jessica Glenda Alpers

Wealthshield Partners, LLC

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About Jessica Glenda Alpers

Jessica Glenda Alpers is an investment advisor representative with Wealthshield Partners, LLC in Cary, NC. Jessica Alpers has been working in the financial industry since 2013. Jessica Alpers has a Series 65 license, the Uniform Investment Adviser Law Examination, and is registered with the state of North Carolina. Jessica Alpers is a registered investment advisor representative with Wealthshield Partners, LLC. Jessica Alpers has experience working with clients of all types, including individuals, corporations, and charitable organizations. Jessica Alpers offers a variety of financial planning services, including portfolio management, retirement planning, and education planning. Jessica Alpers is committed to providing her clients with personalized financial advice to help them achieve their financial goals.

Firm Information

Jessica Alpers is currently registered with Wealthshield Partners, LLC. Wealthshield Partners, LLC is an investment advisor based in Cary, NC with over $917 million in regulatory assets under management. The firm provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services for individuals, businesses, and charitable organizations. They offer a wrap fee program and have a total of 14 investment advisory professionals.
Wealthshield Partners, LLC

2500 REGENCY PARKWAY

CARY, NC 27518

$917.89M

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jessica Alpers’s Registration & Firm History

NC

12/15/2022 - Present

Wealthshield Partners, LLC (Cary NC)

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Licenses & Designations

IA

Issued 10/01/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jessica Glenda Alpers.
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