Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Jeanne Kirby is a financial professional who has been in the industry since 2006. Jessica holds licenses in both the securities and investment advisory industries and has worked with several firms over the years. Currently, Jessica is affiliated with Northern Trust Securities, Inc. and is based in Milwaukee, Wisconsin. Jessica holds several licenses and has extensive experience working with individual investors, high-net-worth clients, corporations, and other business entities. Jessica is also registered as an investment advisor in Wisconsin. Jessica's specialties include portfolio management, selection of other advisors, and portfolio management for pooled investment vehicles.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
05/28/2024 - Present
Northern Trust Securities, Inc. (MILWAUKEE WI)
FL
02/07/2011 - 01/20/2012
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
03/26/2007 - 01/20/2012
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
02/24/2006 - 03/23/2007
GUNNALLEN FINANCIAL, INC (TAMPA FL)
NY
06/03/2005 - 02/23/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 08/29/2018
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/06/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/16/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/23/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 03/07/2022
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2007
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 07/15/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 06/02/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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