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Jessica Martin

Fiscal Wisdom Wealth Management LLC

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About Jessica Martin

Jessica Martin is an Investment Advisor Representative associated with Fiscal Wisdom Wealth Management LLC. Jessica has been in the industry for over 10 years. Jessica holds the Series 65 license. Fiscal Wisdom Wealth Management LLC provides financial planning, educational seminars and portfolio management services. The firm is headquartered in Canton, CT.

Firm Information

Jessica Martin is currently registered with Fiscal Wisdom Wealth Management LLC. Fiscal Wisdom Wealth Management LLC is a registered investment advisor based in Canton, CT. The firm provides financial planning, portfolio management for individuals, educational seminars, and other advisory services. With 13 licensed agents and 13 investment adviser representatives, Fiscal Wisdom manages over $213 million in assets for 2,064 accounts, primarily for individuals other than high-net-worth clients. The firm also acts as a solicitor to other investment advisors.
Fiscal Wisdom Wealth Management LLC

61 MAPLE AVENUE

CANTON, CT 06019

$213.79M

Assets Under Management

Not reported

Total Clients

10

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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solicitor to other ia's

Solicitor to other ia's

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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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fees

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Jessica Martin’s Registration & Firm History

CT

10/15/2024 - Present

Fiscal Wisdom Wealth Management LLC (CANTON CT)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jessica Martin.
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