Jessica Anseth (CRD# 7003966) is an Investment Advisor Representative working at The Wealth Consulting Group in Las Vegas, NV and has over 5 years of experience in the finance industry.
CRD# 2481766
Skyoak Capital, Inc.
CRD# 4459102
Money Managers, Inc.
CRD# 5192556
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Wcg Wealth Advisors, LLC | Newbury Park, CA | Jul 2023 - Current | 1 |
Lpl Financial, LLC | Newbury Park, CA | Jan 2019 - Current | 5 |
Cornerstone Wealth Management, LLC | Newbury Park, CA | Apr 2019 - Jul 2023 | 4 |
Lpl Financial, LLC | Newbury Park, CA | Aug 2018 - Jan 2019 | < 1 |
Bank Of America | Simi Valley, CA | Mar 2011 - Aug 2018 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Apr 2019 |
- CA
- NY
- TX
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Total Assets Under Management5,194MILLIONS
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Total Number of Accounts21,408ACCOUNTS
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Average Account Value$242,628
- 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
- Selection of other advisers (including private fund managers)
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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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