Unclaimed
Jessica Nicole Banitt is a financial advisor at Linscomb Wealth, Inc., working in the Houston, TX area. Jessica has been in the industry since January of 2015 and is a Certified Financial Planner. Jessica holds a Series 65 license and is registered with the state of Texas as an Investment Advisor Representative. Prior to joining Linscomb Wealth, Inc., Jessica worked at Pricewaterhouse Cooper LLC and Linscomb and Williams Inc. Jessica focuses on providing financial planning and portfolio management services to individuals, corporations, and charitable organizations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
1
2
TX
03/11/2021 - Present
Linscomb Wealth, Inc. (HOUSTON TX)
IA
Issued 03/24/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Jessica Banitt is the right advisor for you? Invested Better is here to help.