Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Lauren Cutler is an Investment Advisor Representative registered with the state of California. Jessica is associated with Integris Wealth Management, LLC and has been with the firm since June 2018. Jessica has been in the financial services industry since June 2012 and has a Series 65 license.
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
05/24/2024 - Present
Integris Wealth Management, LLC (MONTEREY CA)
IA
Issued 05/24/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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