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Jessica Mae Repasi

Sowell Management

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About Jessica Mae Repasi

Jessica Repasi is a financial advisor with Sowell Management Services dba Wealth Management Partners. Jessica has been in the financial services industry since June 3, 2022, and holds licenses to provide investment advice in multiple states, including Maryland, California, Colorado, and Florida. Jessica also holds the Series 66, Series 7, and SIE licenses. Jessica is a Certified Financial Planner and offers a variety of financial planning services, including portfolio management for individuals and selection of other advisors. Jessica provides services to a variety of clients, including individuals, corporations, and charitable organizations.

Firm Information

Jessica Repasi is currently registered with Sowell Management. Sowell Management is an independent wealth management firm with a focus on providing customized financial planning and investment management services to individuals, families, and businesses. The firm has a strong track record of success in helping clients achieve their financial goals. Sowell Management is headquartered in NORTH LITTLE ROCK, AR and manages over $3.3 billion in assets for over 13,000 clients.
Sowell Management

5320 NORTHSHORE DRIVE

NORTH LITTLE ROCK, AR 72118

$3.33B

Assets Under Management

Not reported

Total Clients

90

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 Repasi’s Registration & Firm History

MD

11/01/2024 - Present

Sowell Management (La Plata MD)

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Licenses & Designations

BOTH

Issued 09/12/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/04/2022

Series 7TO - General Securities Representative Examination

BC

Issued 03/26/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jessica Mae Repasi.
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