Jessica Walters (CRD# 5279329) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Titusville, PA and has over 16 years of experience in the finance industry.
CRD# 5188229
Raymond James Financial Services Advisors, Inc.
CRD# 5368106
Raymond James Financial Services Advisors, Inc.
CRD# 2107480
Millennial Advisers, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Titusville, PA | Jun 2022 - Current | 1 |
| Cetera Investment Advisers LLC | Erie, PA | Oct 2019 - Jun 2022 | 2 |
| Cetera Investment Services | Saint Cloud, MN | Oct 2019 - Jun 2022 | 2 |
| First National Bank Of Pa | Erie, PA | Jun 2019 - Jun 2022 | 3 |
| Purshe Kaplan Sterling Investments | Albany, NY | Jan 2009 - Jun 2019 | 10 |
| Hbk Sorce Advisory LLC | Erie, PA | Oct 2007 - Jun 2019 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2007 |
- PA
- TX
-
Total Assets Under Management479,794MILLIONS
-
Total Number of Accounts2,284,921ACCOUNTS
-
Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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