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Jessica Renee Thayer

Unique Wealth, LLC

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About Jessica Renee Thayer

Jessica Thayer is a financial advisor in Clearwater, Florida, with over 10 years of experience in the industry. Jessica is a Certified Financial Planner (CFP) and a Chartered Financial Consultant (ChFC). She works as an Investment Advisor Representative for Unique Wealth, LLC. Jessica focuses on financial planning and portfolio management for individuals and high-net-worth clients. In addition to her financial advisory role, Jessica works as a consultant for Beautycounter.

Firm Information

Jessica Thayer is currently registered with Unique Wealth, LLC. Unique Wealth, LLC is a Registered Investment Advisor headquartered in Clearwater, Florida. The firm provides financial planning and portfolio management services to individuals, businesses, and pension plans. As of the most recent reporting period, the firm managed approximately $626.5 million in assets for 2,063 clients.
Unique Wealth, LLC

311 PARK PLACE BLVD N

CLEARWATER, FL 33759

$626.49M

Assets Under Management

Not reported

Total Clients

8

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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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 Thayer’s Registration & Firm History

FL

03/05/2021 - Present

Unique Wealth, LLC (CLEARWATER FL)

FL

11/29/2011 - 03/11/2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Tampa FL)

FL

12/01/2010 - 10/21/2011

DIVERSIFIED INVESTORS SECURITIES CORP. (ST. PETERSBURG FL)

WI

11/22/2004 - 06/30/2005

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

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Licenses & Designations

BC

Issued 01/09/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/25/2024

Series 7TO - General Securities Representative Examination

BC

Issued 03/25/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/27/2012

Series 7 - General Securities Representative Examination

BC

Issued 11/30/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jessica Renee Thayer.
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