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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 Lynne Jarosik is a financial advisor with The Colony Group, LLC. Jessica has been a registered investment advisor since 2013. She specializes in providing financial planning, portfolio management, and other financial services to high-net-worth individuals, families, and charitable organizations. Jessica is a Certified Financial Planner™. Jessica has experience working with clients across several industries, including individuals, businesses, and non-profit organizations. Jessica is dedicated to helping her clients achieve their financial goals and objectives.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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VA
07/01/2024 - Present
THE Colony Group, LLC (FAIRFAX VA)
IA
Issued 11/14/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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