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Jessica Rose Pincus

Thomas Doll

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About Jessica Rose Pincus

Jessica Rose Pincus is a financial advisor based in Berkeley, CA. She is registered with the state of California as an Investment Advisor Representative and offers financial planning, pension consulting and selection of other advisors services. Jessica has 10 years of experience in the financial services industry. Jessica currently works for Thomas Doll and has been registered with them since August 2024. She has also worked for Earned Wealth since April 2023 and Forge Securities LLC from May 2022 to February 2023. Jessica has passed the Series 65, Series 63, Series 7TO and SIE exams.

Firm Information

Jessica Pincus is currently registered with Thomas Doll. Thomas Doll is a Walnut Creek, CA-based registered investment advisor with $1.4 billion in assets under management. The firm provides financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Thomas Doll primarily serves high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and charitable organizations.
Thomas Doll

165 LENNON LANE

WALNUT CREEK, CA 94598

$1.42B

Assets Under Management

60

Total Clients

11

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 Pincus’s Registration & Firm History

CA

08/01/2024 - Present

Thomas Doll (BERKELEY CA)

CA

05/11/2022 - 02/10/2023

FORGE SECURITIES LLC (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 05/25/2022

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 01/13/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/11/2022

Series 7TO - General Securities Representative Examination

BC

Issued 03/30/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jessica Rose Pincus.
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