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Jessy Lee Gilger

Sound Advisory

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About Jessy Lee Gilger

Jessy Gilger is a financial advisor at Sound Advisory. Jessy is a Certified Financial Planner™ professional, and has been in the industry since 2013. Jessy is registered to provide investment advice in California, Florida, Idaho, Ohio and Texas. Prior to joining Sound Advisory, Jessy worked at a number of other financial firms, including Alliance Advisory & Securities, Inc., Unchained Capital, Eagle Island Financial LLC, Statheros Financial Solutions, Inc., Lucas Group Financial Planners, and Northwestern Mutual Wealth Management and Investment Services. Jessy's client base includes individuals, families, and charitable organizations.

Firm Information

Jessy Gilger is currently registered with Sound Advisory. Sound Advisory is an investment advisory firm with $69.9 million in regulatory assets under management. They offer financial planning, portfolio management for businesses and individuals, and tax preparation services. Their client base includes high-net-worth individuals, charities, and individuals other than high-net-worth.

$69.90M

Assets Under Management

27

Total Clients

2

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 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.

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tax preparation

Tax preparation

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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Jessy Gilger’s Registration & Firm History

ID

08/30/2024 - Present

Sound Advisory (EAGLE ID)

CA

03/08/2016 - 10/30/2019

SECURITIES SERVICE NETWORK, LLC (SACRAMENTO CA)

CA

09/02/2015 - 02/26/2016

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ROSEVILLE CA)

CA

07/23/2013 - 05/02/2014

EDWARD JONES (FOLSOM CA)

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Licenses & Designations

BOTH

Issued 08/10/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/23/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jessy Lee Gilger.
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