Jessica Schlanderer, financial advisor Flint MI

Jessica Schlanderer

CRD Number: 6514110
Current Firm: Stephens Consulting, LLC

Jessica Schlanderer (CRD# 6514110) is an Investment Advisor Representative working at Stephens Consulting, LLC in Flint, MI and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Stephens Consulting, LLC Flint, MI Oct 2021 - Current 2
Raymond James Financial Services, Inc. Flint, MI Sep 2021 - Oct 2021 < 1
Raymond James Financial Services Advisors, Inc. Flint, MI Sep 2021 - Oct 2021 < 1
Wells Fargo Advisors, LLC Ann Arbor, MI Jun 2015 - Aug 2021 6
University Of Michigan Ann Arbor, MI Aug 2012 - May 2015 2
Bank Of Ann Arbor Ann Arbor, MI May 2012 - Aug 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2015
Contact Info for Jessica E. Schlanderer
Phone Number: 810-732-7411
Firm Website: https://pearlplan.com
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    918
    MILLIONS
  • Total Number of Accounts
    2,879
    ACCOUNTS
  • Average Account Value
    $319,010
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
Types of Clients
Registered States

CA, FL, GA, IL, IN, MA, MI, MO, NC, NE, NH, NJ, NY, OH, TX, VA

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