Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Robertson is an investment advisor representative for South Bay Financial Partners. Jessica is registered to provide investment advisory services in California and Illinois. Jessica has been in the industry since at least 2014. Jessica has experience in several areas including financial planning, pension consulting, and portfolio management.
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.
Personalized portfolio management to meet individual financial objectives.
Tax planning and prepping
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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IL
10/13/2023 - Present
South BAY Financial Partners (Glenview IL)
IA
Issued 08/30/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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