Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Jones is an investment advisor representative associated with Success Wealth Management LLC. Jessica has been in the industry since November 2014. Jessica holds a Series 65 license, and is registered in California and Louisiana. Jessica specializes in providing financial planning and portfolio management services to individuals and corporations. Jessica is also an independent agent for American Legacy Solutions, selling insurance and working as a sales manager and insurance agent.
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.
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.
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CA
05/03/2024 - Present
Success Wealth Management LLC (VENTURA CA)
IA
Issued 05/28/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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