Jessica Filiault, financial advisor Lebanon NH
93 score

Jessica Filiault

CRD Number: 1998485
Current Firm: Commonwealth Financial Network

Jessica Filiault (CRD# 1998485) is an Investment Advisor Representative working at Commonwealth Financial Network in Lebanon, NH and has over 17 years of experience in the finance industry.

Similar Advisors
Steven Bell, financial advisor Lebanon NH
Steven R. Bell
CRD# 4860725
The Wealth Conservatory
Score
96
Similar Advisors
Sally Boyle, financial advisor Lebanon NH
Sally J. Boyle
CRD# 1026790
Sj Boyle Wealth Planning, LLC
Score
96
Similar Advisors
Thomas Chadwick, financial advisor Lebanon NH
Thomas M. Chadwick
CRD# 2870028
Chadwick & D'amato, LLC
Score
96
Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Aug 2017 - Current < 1
Wells Fargo Clearing Services, LLC Lebanon, NH Nov 2016 - Aug 2017 < 1
Wells Fargo Advisors LLC Lebanon, NH May 2009 - Nov 2016 7
Wachovia Securities, LLC Lebanon, NH Jan 2008 - May 2009 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2000
S66 NASAA Uniform Combined State Law Examination Sep 2005
Contact Info for Jessica A. Filiault
Phone Number: 781-736-0700
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
    61,475
    MILLIONS
  • Total Number of Accounts
    261,237
    ACCOUNTS
  • Average Account Value
    $235,323
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Jessica Filiault and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.