Jessica Alvarez, financial advisor Bellevue WA
90 score

Jessica Alvarez

CRD Number: 6154736
Current Firm: Cutler Investment Counsel, LLC

Jessica Alvarez (CRD# 6154736) is an Investment Advisor Representative working at Cutler Investment Counsel, LLC in Bellevue, WA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Cutler Investment Counsel, LLC Seattle, WA Sep 2012 - Current 4
Mccormick Capital Management Seattle, WA Aug 2010 - Sep 2012 2
Freelance Los Angeles, CA Jul 2008 - Jul 2010 2
University Of Arizona Tucson, AZ Aug 2004 - May 2008 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2012
Contact Info for Jessica L. Alvarez
Phone Number: 541-770-9000
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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