Jessica BostCRD Number: 6944228
Current Firm: Alpha Architect
Jessica Bost (CRD# 6944228) is an Investment Advisor Representative working at Alpha Architect in Havertown, PA and has over 3 years of experience in the finance industry.
Lpl Financial LLC
Affinity Wealth Management LLC
Oppenheimer & Company Inc.
|Alpha Architect, LLC||Broomall, PA||Sep 2021 - Current||1|
|Guardian Life Insurance Co Of America||Martinez, GA||Sep 2020 - Sep 2021||1|
|Park Avenue Securities, LLC||Martinez, GA||Sep 2020 - Sep 2021||1|
|Cwm, LLC||Omaha, NE||Dec 2019 - Aug 2020||< 1|
|Strategic Financial Management||Augusta, GA||Apr 2018 - Aug 2020||2|
|Epic Fitness||Augusta, GA||Jan 2017 - Apr 2020||3|
|Greenbrier Fitness||Evans, GA||Aug 2016 - Jan 2018||1|
|Unity Christian School||Rome, GA||May 2011 - Aug 2016||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2019|
|S63||Uniform Securities State Law Examination||Sep 2020|
Total Assets Under Management447MILLIONS
Total Number of Accounts238ACCOUNTS
Average Account Value$1,877,752
- A percentage of assets under your management
- 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
CA, FL, GA, IL, IN, LA, MA, MD, MI, NC, NE, NH, NJ, NY, OH, OR, PA, PR, SC, TX, WA, WI
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