Jessica Willis (CRD# 7376863) is an Investment Advisor Representative working at Touchstone Advisors Inc. in Cincinnati, OH and has over 2 years of experience in the finance industry.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2076400
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ifs Financial Services | Cincinnati, OH | May 2021 - Current | 2 |
| Touchstone Securities, Inc. | Cincinnati, OH | May 2020 - Current | 3 |
| Western Southern | Cincinnati, OH | May 2017 - May 2021 | 4 |
| Home Depot | Cold Springs, KY | May 2014 - Jun 2017 | 3 |
| Northern Kentucky University | Highland Heights, KY | Aug 2013 - May 2017 | 3 |
| Western Southern | Cincinnati, OH | May 2016 - Jun 2016 | < 1 |
| Fazolis | Owensboro, KY | Oct 2011 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2021 |
- OH
-
Total Assets Under Management26,739MILLIONS
-
Total Number of Accounts39ACCOUNTS
-
Average Account Value$685,613,580
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
OH
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