Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Ellyson is a Certified Financial Planner® registered with EP Wealth Advisors in Vancouver, WA. Jessica has been in the financial services industry since 2014 and has experience working for various firms, including Umpqua Bank and Northwestern Mutual. Jessica is currently registered with the state of Washington as an Investment Advisor Representative and is pending registration with the state of California and Oregon. Jessica provides financial planning, portfolio management for individuals and businesses, retirement plan advisory services, and tax preparation services.
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.
Retirement plan advisory services & tax preparation services
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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WA
11/18/2021 - Present
EP Wealth Advisors (VANCOUVER WA)
Active
Inactive
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