Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Thompson is an investment advisor representative who has been in the industry since 2008. Jessica is currently registered with Cavanal Hill Investment Management, Inc. in Tulsa, Oklahoma. Jessica has passed the Series 6, Series 63, Series 65, and the SIE exams. Jessica's prior work experience includes roles with Chase Investment Services Corp. and BOKF, N.A. Jessica has a special focus on investments for pooled investment vehicles, investment companies, and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
OK
01/02/2018 - Present
Cavanal Hill Investment Management, Inc. (Tulsa OK)
OK
05/23/2008 - 07/28/2011
CHASE INVESTMENT SERVICES CORP. (TULSA OK)
IA
Issued 12/29/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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