Jessica Pendergraft (CRD# 5210556) is an Investment Advisor Representative working at Provenance Wealth Advisors in Fort Lauderdale, FL and has over 17 years of experience in the finance industry. Jessica Pendergraft 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# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
CRD# 1235698
World Equity Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pwa Securities, LLC | Ft. Lauderdale, FL | Aug 2023 - Current | < 1 |
| Provenance Wealth Advisors | Ft. Lauderdale, FL | Apr 2022 - Current | 2 |
| Raymond James Financial Services | Fort Lauderdale, FL | Apr 2021 - Aug 2023 | 2 |
| Raymond James Financial Advisory | Fort Lauderdale, FL | Apr 2021 - Aug 2023 | 2 |
| Fidelity Investments | Boca Raton, FL | Feb 2020 - Jan 2021 | < 1 |
| Ubs Financial Services Inc. | Boca Raton, FL | Jan 2015 - Jan 2020 | 5 |
| Unemployeed | Boca Raton, FL | Aug 2013 - Jan 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2006 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2015 |
- FL
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Total Assets Under Management2,616MILLIONS
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Total Number of Accounts2,046ACCOUNTS
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Average Account Value$1,278,400
- 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
- Pension consulting services
- Other
AL, AZ, CA, CO, CT, FL, GA, HI, IL, IN, KY, LA, MA, MD, MI, MO, NC, NJ, NM, NV, NY, OH, PA, SC, TN, TX, UT, VA, VT, WA, WI, WY
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