Jessica Socolovitch (CRD# 6717705) is an Investment Advisor Representative working at Wealth Personal in Elk Rapids, MI and has over 6 years of experience in the finance industry.
CRD# 5992425
Stonepath Wealth Management
CRD# 2645924
Saxony Capital Management, LLC
CRD# 6276104
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Personal | Elk Rapids, MI | Jun 2022 - Current | 1 |
| Independent Insurance Agent | Elk Rapids, MI | Jun 2022 - Current | 1 |
| Bankers Life Advisory Services | Traverse City, MI | Oct 2019 - Jun 2022 | 2 |
| Bankers Life Securities Inc. | Traverse City, MI | Mar 2016 - Jun 2022 | 6 |
| Bankers Life And Casualty | Traverse City, MI | Aug 2013 - Jun 2022 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2019 |
-
Total Assets Under Management14MILLIONS
-
Total Number of Accounts210ACCOUNTS
-
Average Account Value$67,414
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
MI, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.