Jessica ScottCRD Number: 5807063
Current Firm: Sagepoint Financial, Inc.
Jessica Scott (CRD# 5807063) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Houston, TX and has over 3 years of experience in the finance industry.
The Goff Financial Group
Avidian Wealth Solutions, LLC
Nxt:gen Financial Planning
|Sagepoint Financial, Inc.||Houston, TX||Sep 2018 - Current||4|
|Pre-emptive Financial Services||Houston, TX||Jul 2013 - Current||9|
|Questar Capital Corporation||Minneapolis, MN||Jan 2015 - Nov 2015||< 1|
|University Of Houston||Houston, TX||Aug 2010 - Jul 2013||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2019|
Total Assets Under Management16,245MILLIONS
Total Number of Accounts64,353ACCOUNTS
Average Account Value$252,436
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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