Jessica Walters, financial advisor Erie PA
93 score

Jessica Walters

CRD Number: 5279329
Current Firm: Hbks Wealth Advisors

Jessica Walters (CRD# 5279329) is an Investment Advisor Representative working at Hbks Wealth Advisors in Erie, PA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Jan 2009 - Current 7
Hbk Sorce Advisory LLC Erie, PA Oct 2007 - Current 9
Securities America, Inc. Erie, PA Oct 2007 - Dec 2008 1
Hbk Sorce Financial LLC Erie, PA Dec 2006 - Oct 2007 < 1
Tehtron Marketing Group Erie, PA Apr 2006 - Dec 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2007
Contact Info for Jessica Walters
Phone Number: 814-836-5776
Firm Website: http://www.hbksorce.com
Registered State(s):
  • FL
  • OH
  • PA
By the Numbers
  • Total Assets Under Management
    1,836
    MILLIONS
  • Total Number of Accounts
    6,823
    ACCOUNTS
  • Average Account Value
    $269,095
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

AZ, CA, CO, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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