Jessica DelarezaCRD Number: 3121137
Current Firm: Ladenburg Thalmann Asset Management Inc.
Jessica Delareza (CRD# 3121137) is an Investment Advisor Representative working at Ladenburg Thalmann Asset Management Inc. in Miami, FL and has over 12 years of experience in the finance industry.
Northstar Financial Planners, Inc.
|Ladenburg Thalmann & Company Inc.||Miami, FL||May 2007 - Current||10|
|Walnut Street Securities||Ft. Lauderdale, FL||Aug 2006 - May 2007||< 1|
|Pwa||Ft. Lauderdale, FL||Mar 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2005|
|S65||NASAA Investment Advisors Law Examination||Sep 2008|
Total Assets Under Management2,004MILLIONS
Total Number of Accounts8,475ACCOUNTS
Average Account Value$236,403
- 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 investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV