Jessica Beck (CRD# 5359710) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Fort Collins, CO and has over 13 years of experience in the finance industry. Jessica Beck 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.
CRD# 6262403
Raymond James & Associates, Inc.
CRD# 2896350
Ubs Financial Services Inc.
CRD# 5790901
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield, IA | Aug 2019 - Current | 4 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Aug 2019 - Current | 4 |
| Mass Mutual Life Insurance Company | Denver, CO | Feb 2018 - Aug 2019 | 1 |
| Mml Investors Services | Denver, CO | Feb 2018 - Aug 2019 | 1 |
| Bancwest Investment Services | Denver, CO | Feb 2016 - Feb 2018 | 2 |
| Bank Of The West | Denver, CO | Feb 2016 - Feb 2018 | 2 |
| Unemployed | Denver, CO | Sep 2015 - Feb 2016 | < 1 |
| Cuso Financial Services, LP | San Diego, CA | May 2008 - Aug 2015 | 7 |
| Ent Federal Credit Union | San Diego, CA | May 2008 - Aug 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2010 |
- CO
- TX
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- 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, VI, VT, WA, WI, WV, WY
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