Jessica WileyCRD Number: 6431309
Current Firm: Fidelity Personal And Workplace Advisors
Jessica Wiley (CRD# 6431309) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Covington, KY and has 1 year of experience in the finance industry.
Prudential Financial Planning Services
Renaissance Investment Management
Journey Advisory Group, LLC
|Fidelity Investments||Covington, KY||Aug 2021 - Current||< 1|
|Fifth Third Bank, Na||Cincinnati, OH||Apr 2015 - Aug 2021||6|
|Moerline Lager House||Cincinnati, OH||Sep 2020 - Nov 2020||< 1|
|Xavier University||Cincinnati, OH||Aug 2015 - Dec 2019||4|
|Western Southern Life||Cincinnati, OH||Sep 2014 - Apr 2015||< 1|
|Unemployed||Cincinnati, OH||May 2014 - Sep 2014||< 1|
|Ifd, Inc.||Fort Thomas, KY||Jan 2013 - May 2014||1|
|Xavier University||Cincinnati, OH||Aug 2010 - Apr 2014||3|
|Love Culture||Cincinnati, OH||Jul 2012 - Sep 2012||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management726,706MILLIONS
Total Number of Accounts1,509,611ACCOUNTS
Average Account Value$481,387
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, 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, VT, WA, WI, WV, WY
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