Jessica Socolovitch, financial advisor Chicago IL

Jessica Socolovitch

CRD Number: 6717705
Current Firm: Bankers Life Advisory Services, Inc.

Jessica Socolovitch (CRD# 6717705) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Chicago, IL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bankers Life Securities Inc. Traverse City, MI Nov 2016 - Current 4
Bankers Life And Casualty Traverse City, MI Aug 2013 - Current 7
Douglas Lake Bar And Steakhouse Pellston, MI May 2006 - Jul 2013 7
Ferris State University Big Rapids, MI Aug 2008 - May 2013 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2017
S66 NASAA Uniform Combined State Law Examination Oct 2019
Contact Info for Jessica M. Socolovitch
Phone Number: 844-553-9083
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    532
    MILLIONS
  • Total Number of Accounts
    3,901
    ACCOUNTS
  • Average Account Value
    $136,298
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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