Jessica GarnerCRD Number: 6724869
Current Firm: Stevard LLC
Jessica Garner (CRD# 6724869) is an Investment Advisor Representative working at Stevard LLC in Chicago, IL and has 1 year of experience in the finance industry. Jessica Garner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Sequoia Wealth Management, LLC
Tc Wealth Partners, LLC
Amplify Investments LLC
|Stevard LLC||Chicago, IL||Nov 2016 - Current||4|
|Lakeshore Financial Services||Chicago, IL||Sep 2015 - Nov 2016||1|
|Whitnell & Company/resource One||Oak Brook, IL||Apr 2015 - Sep 2015||< 1|
|Unemployed||Chicago, IL||Mar 2015 - Mar 2015||< 1|
|Hhg & Company||Darien, CT||Jan 2013 - Feb 2015||2|
|Unemployed||Chicago, IL||Jun 2012 - Dec 2012||< 1|
|Bryn Mawr College||Bryn Mawr, PA||Aug 2008 - May 2012||3|
Total Assets Under Management855MILLIONS
Total Number of Accounts150ACCOUNTS
Average Account Value$5,699,764
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
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