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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Rose Panettieri is a registered investment advisor representative at Iconiq Capital, LLC, in San Francisco, California. Jessica has been in the industry since July 2020 and has passed the Series 65 Uniform Investment Adviser Law Examination. Jessica has experience in various areas including portfolio management for private foundations, individuals and pooled investment vehicles.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Portfolio managment for private foundations
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
03/01/2021 - Present
Iconiq Capital, LLC (SAN FRANCISCO CA)
IA
Issued 02/27/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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