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Jessica Kay Willis

Touchstone Advisors Inc.

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About Jessica Kay Willis

Jessica Willis is a registered representative and investment advisor representative with Touchstone Advisors Inc., a firm based in Cincinnati, Ohio. Jessica has been in the financial industry since 2017. She holds the Series 7, 66, and 24 licenses. Jessica is registered to provide advisory services in Kentucky and Ohio. Jessica’s current employer is Touchstone Advisors Inc. and she is also registered with FINRA.

Firm Information

Jessica Willis is currently registered with Touchstone Advisors Inc.. Touchstone Advisors Inc. is an investment advisor headquartered in CINCINNATI, OH. They primarily serve investment companies and have 39 clients with $26,738,929,617 in regulatory assets under management. Their advisory services include selection of other advisors and portfolio management for investment companies.
Touchstone Advisors Inc.

303 BROADWAY

CINCINNATI, OH 45202-4203

$26.74B

Assets Under Management

Not reported

Total Clients

64

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

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

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Jessica Willis’s Registration & Firm History

OH

10/29/2021 - Present

Touchstone Advisors Inc. (CINCINNATI OH)

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Licenses & Designations

BOTH

Issued 10/29/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/03/2021

Series 24 - General Securities Principal Examination

BC

Issued 07/16/2021

Series 7TO - General Securities Representative Examination

BC

Issued 06/07/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jessica Kay Willis.
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