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Jessica Lydia Gibbs

Monument Wealth Management

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About Jessica Lydia Gibbs

Jessica Lydia Gibbs is a financial advisor who has been in the industry since at least April 2015. Jessica is a Certified Financial Planner and is registered with the states of Texas and Virginia. Jessica currently works for Monument Wealth Management. Jessica has specializations in Portfolio Management for Individuals, Portfolio Management for Investment Companies, and Selection of Other Advisors.

Firm Information

Jessica Gibbs is currently registered with Monument Wealth Management. Monument Wealth Management is an Alexandria, VA-based registered investment advisor with approximately $433.82 million in regulatory assets under management. The firm provides financial planning, portfolio management for individuals, and selection of other advisers services to individuals other than high-net-worth individuals and high-net-worth individuals.
Monument Wealth Management

1940 DUKE STREET

ALEXANDRIA, VA 22314

$433.82M

Assets Under Management

Not reported

Total Clients

8

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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 individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Jessica Gibbs’s Registration & Firm History

VA

06/27/2022 - Present

Monument Wealth Management (ALEXANDRIA VA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jessica Lydia Gibbs.
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