Jessica Leach (CRD# 6050233) is an Investment Advisor Representative working at Cuso Financial Services in Kutztown, PA and has over 9 years of experience in the finance industry.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
CRD# 4121049
Weyhill Investment Counsel, LLC
CRD# 2153382
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cuso Financial Services, LP | San Diego, CA | May 2021 - Current | 3 |
| Citizens Securities, Inc. | Trappe, PA | Dec 2020 - May 2021 | < 1 |
| Unemployed | N/a, PA | Aug 2020 - Dec 2020 | < 1 |
| Santander Securities, LLC | Dorchester, MA | Jul 2016 - Aug 2020 | 4 |
| Santander Bank, Na | Boston, MA | Jun 2015 - Aug 2020 | 5 |
| Santander Securities, LLC | Dorchester, MA | Jun 2015 - Jul 2016 | 1 |
| State Farm Vp Management Corp | Blandon, PA | Feb 2015 - Jun 2015 | < 1 |
| Seth Walizer Insurance Agency | Blandon, PA | Jan 2015 - Jun 2015 | < 1 |
| Cetera Investment Services LLC | St.cloud, MN | May 2014 - Jan 2015 | < 1 |
| National Penn Bank | Pottstown, PA | Nov 2012 - Jan 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2014 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2016 |
- PA
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Total Assets Under Management4,665MILLIONS
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Total Number of Accounts26,968ACCOUNTS
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Average Account Value$172,978
- 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
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