Jessica Jarosik, financial advisor Middleburg VA
92 score

Jessica Jarosik

CRD Number: 6120722
Current Firm: Focus Wealth Management, Ltd.

Jessica Jarosik (CRD# 6120722) is an Investment Advisor Representative working at Focus Wealth Management, Ltd. in Middleburg, VA and has over 4 years of experience in the finance industry. Jessica Jarosik has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Focus Wealth Management, Ltd. Middleburg, VA Nov 2015 - Current 2
Bridgewater Wealth & Financial Management Bethesda, MD Apr 2012 - Nov 2015 3
Bureau Of Economic Analysis Washington, DC Jan 2012 - Apr 2012 < 1
Bureau Of Economic Analysis Washington, DC Oct 2010 - Jan 2012 1
University Of Maryland, College Park College Park, MD Aug 2009 - Dec 2011 2
National Cancer Institute Rockville, MD May 2009 - Oct 2010 1
National Cancer Institute Rockville, MD Sep 2009 - May 2010 < 1
Winthrop University Rock Hill, SC Aug 2008 - May 2009 < 1
Pulse Publishing/garbo Design House Frederick, MD Jun 2007 - Jun 2008 1
Frederick Community College Frederick, MD Aug 2007 - May 2008 < 1
Governor Thomas Johnson High School Frederick, MD Aug 2004 - May 2008 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2013
Contact Info for Jessica L. Jarosik
Phone Number: 540-931-9051
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    250
    MILLIONS
  • Total Number of Accounts
    540
    ACCOUNTS
  • Average Account Value
    $462,403
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

DC, MD, VA

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BADGES
92
Clean Record
This advisor has a clean track record with regulators.

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