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Jessica Morrow

Hbks Wealth Advisors

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About Jessica Morrow

Jessica Morrow is a registered Investment Advisor Representative with Hbks Wealth Advisors. Jessica is licensed in Ohio. Jessica has been in the industry for at least five years and has experience in various roles, including at HBK CPAs & Consultants, Center Street Technologies, EY, and John Carroll University. Jessica is committed to providing financial guidance to individuals, businesses, and charitable organizations. Jessica’s specializations include retirement planning, college savings plans, investment management, and estate planning. Jessica and her firm have a focus on providing financial advice to individuals, high-net-worth individuals, businesses, and charitable organizations. They are dedicated to helping clients reach their financial goals.

Firm Information

Jessica Morrow is currently registered with Hbks Wealth Advisors. Hbks Wealth Advisors is a financial advisory firm located in Erie, Pennsylvania. The firm provides financial planning, pension consulting, portfolio management for businesses and individuals, and publication of periodicals. Hbks Wealth Advisors manages over $6.5 billion in assets for a range of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. The firm employs over 75 investment advisor representatives and has over 20,000 accounts.
Hbks Wealth Advisors

ZUCK ROAD OFFICE PARK

ERIE, PA 16506

$6.50B

Assets Under Management

300

Total Clients

78

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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 Morrow’s Registration & Firm History

OH

07/16/2023 - Present

Hbks Wealth Advisors (CANFIELD OH)

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Licenses & Designations

IA

Issued 06/23/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jessica Morrow.
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