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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessie? Claim Your ProfileJessie Elizabeth Martens is an Investment Advisor Representative at Forvis Mazars Wealth Advisors, LLC. Jessie has been in the financial industry since June 2018. Jessie holds a Series 65 license, which allows her to provide investment advice to individuals, families, and businesses. Jessie specializes in providing financial planning, pension consulting, and educational seminars. Jessie is also registered to provide investment advice in Texas.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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TX
12/07/2023 - Present
Forvis Mazars Wealth Advisors, LLC (Fort Worth TX)
IA
Issued 12/07/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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