Jessica Morrow (CRD# 7731642) is an Investment Advisor Representative working at Hbks Wealth Advisors in Canfield, OH and has 1 year of experience in the finance industry.
CRD# 2361084
Edward Jones
CRD# 4776883
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2210454
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hbks Wealth Advisors | Canfield, OH | Apr 2023 - Current | 1 |
| Hbk Cpas & Consultants | Canfield, OH | Dec 2021 - Apr 2023 | 1 |
| Center Street Technologies | Youngstown, OH | May 2021 - Dec 2021 | < 1 |
| Ey | Cleveland, OH | Jun 2018 - May 2021 | 2 |
| John Carroll University | University Heights, OH | Jul 2013 - Jun 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- OH
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Total Assets Under Management5,570MILLIONS
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Total Number of Accounts17,566ACCOUNTS
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Average Account Value$317,105
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AZ, CA, CO, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WY
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