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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Leigh Reuss is a financial advisor with Pathstone. Jessica has over 20 years of experience in the financial services industry. She specializes in providing financial planning, portfolio management, and family office services to high-net-worth individuals, families, and institutions. Jessica is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Analyst®. Jessica is registered with the state of Florida. She was previously with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Kirkpatrick, Pettis, Smith, Polian Inc., and Trilogy Global Advisors.
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.
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.
Strategic management for diversified investment portfolios.
Family office services - expense management, bill pay, insurance advisory, concierge service, philanthropic advisory
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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FL
01/11/2023 - Present
Pathstone (WINTER PARK FL)
FL
12/21/2018 - 04/08/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WINTER PARK FL)
NE
10/21/1997 - 05/26/2000
KIRKPATRICK, PETTIS, SMITH, POLIAN INC. (OMAHA NE)
BOTH
Issued 01/18/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2018
Series 7TO - General Securities Representative Examination
BC
Issued 11/20/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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