Unclaimed
Jessica Lynn Wilson is a financial advisor with over 8 years of experience in the industry. Jessica currently works at iCapital Markets LLC in New York, NY and has previously worked at SIMON MARKETS LLC in New York, NY and RAYMOND JAMES & ASSOCIATES, INC. in St. Petersburg, FL. Jessica has a Series 7, Series 63 and SIE licenses.
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.
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.
1
2
NY
12/21/2023 - Present
Icapital Markets LLC (NEW YORK NY)
NY
11/22/2021 - 12/01/2023
SIMON MARKETS LLC (NEW YORK NY)
FL
09/04/2015 - 11/16/2021
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BC
Issued 01/31/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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