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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 Lynn Rausch is a financial advisor with Morgan Stanley. Jessica has been in the financial industry for over 12 years and holds a Series 66 and Series 7 license. She has prior experience at various firms, including Securities America, Fidelity Brokerage Services LLC, Wells Fargo Advisors, LLC, and RBC Capital Markets, LLC. Jessica offers a variety of services to her clients including financial planning, pension consulting, and portfolio management. She is registered with the Securities and Exchange Commission (SEC) as an investment advisor representative and holds active registrations in Florida, Texas and Nebraska. Jessica's current office location is Jacksonville, FL.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
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.
See schedule d miscellaneous
1
2
FL
09/18/2024 - Present
Morgan Stanley (Jacksonville FL)
NJ
01/15/2019 - 06/14/2024
SECURITIES AMERICA, INC. (MORRISTOWN NJ)
NY
03/06/2014 - 03/10/2017
FIDELITY BROKERAGE SERVICES LLC (NEW YORK NY)
NJ
02/19/2013 - 02/25/2014
WELLS FARGO ADVISORS, LLC (LIVINGSTON NJ)
NJ
05/10/2011 - 01/30/2013
FIDELITY BROKERAGE SERVICES LLC (MILLBURN NJ)
NE
02/05/2010 - 04/28/2011
RBC CAPITAL MARKETS, LLC (OMAHA NE)
BOTH
Issued 03/26/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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