Unclaimed
Jessica Katherine Layman is an Investment Advisor Representative with West Coast Financial, LLC, and has been in the industry since May 2014. Jessica Katherine Layman is registered with the state of California. Jessica Katherine Layman is currently working at the firm’s Santa Barbara, CA branch office.
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.
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.
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CA
08/06/2014 - Present
West Coast Financial, LLC (SANTA BARBARA CA)
IA
Issued 08/06/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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