Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Lacey Thompson is a financial advisor with over 17 years of experience in the financial services industry. Jessica has been with Cary Street Partners since November of 2020. Prior to joining Cary Street Partners, Jessica was with Harris Williams from May 2019 to September 2020. Jessica has held positions at Davenport & Company LLC, Funds Distributor, LLC, Old Mutual Investment Partners, Ridgeworth Distributors LLC, and SunTrust Investment Services, Inc. Jessica is registered with the state of Virginia and holds the Series 7, Series 24, Series 66 and SIE licenses. Jessica provides a variety of financial services including financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Jessica is dedicated to helping her clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
Revenue sharing with certain third parties
1
2
VA
11/03/2020 - Present
Cary Street Partners (Richmond VA)
VA
06/03/2019 - 09/18/2020
HARRIS WILLIAMS (RICHMOND VA)
VA
02/23/2018 - 05/09/2019
DAVENPORT & COMPANY LLC (RICHMOND VA)
VA
01/02/2014 - 11/21/2017
FUNDS DISTRIBUTOR, LLC (RICHMOND VA)
VA
07/09/2012 - 12/31/2013
OLD MUTUAL INVESTMENT PARTNERS (RICHMOND VA)
VA
04/23/2009 - 09/24/2010
RIDGEWORTH DISTRIBUTORS LLC (RICHMOND VA)
VA
05/22/2008 - 02/20/2009
SUNTRUST INVESTMENT SERVICES, INC. (RICHMOND VA)
VA
06/27/2001 - 07/02/2007
SUNTRUST INVESTMENT SERVICES, INC. (RICHMOND VA)
BOTH
Issued 12/10/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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