Jessica Shular (CRD# 7693608) is an Investment Advisor Representative working at Ferris Wheel Finance, Inc. in Knoxville, TN and has 1 year of experience in the finance industry.
CRD# 5686846
Primerica Advisors
CRD# 4511877
Ubs Financial Services Inc.
CRD# 2790169
Silver Oak Securities, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Ferris Wheel Finance, Inc. | Venice, FL | Feb 2023 - Current | 1 |
Business Concepts, Inc. | Venice, FL | Sep 2017 - Current | 6 |
Ferris Wheel Finance, Inc. | Venice, FL | Sep 2021 - Feb 2023 | 1 |
The Parrot Patio Bar And Grill | Sarasota, FL | May 2018 - Aug 2020 | 2 |
Duffy's Sports Bar And Grill | Sarasota, FL | Aug 2017 - Apr 2018 | < 1 |
Harry's Sports Bar And Grill | Sarasota, FL | Feb 2014 - Jul 2017 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jan 2023 |
- FL
- TN
-
Total Assets Under Management26MILLIONS
-
Total Number of Accounts502ACCOUNTS
-
Average Account Value$52,501
- 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
- Educational seminars/workshops
FL, MA, TN
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