Jessica Garner, financial advisor Chicago IL

Jessica Garner

CRD 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.

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Professional Designations
Company Name Location Dates Years
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

Jessica Garner has no recent exams reported.
Contact Info for Jessica J. Garner
Phone Number: 773-275-3262
Registered State(s):
  • IL
Current Firm Details
Stevard LLC
Firm's CRD Number: 285189
By the Numbers
  • Total Assets Under Management
    855
    MILLIONS
  • Total Number of Accounts
    150
    ACCOUNTS
  • Average Account Value
    $5,699,764
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

IL

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