Jessica Higgins, financial advisor Bend OR

Jessica Higgins

CRD Number: 6305102
Current Firm: Invera Wealth Advisors LLC

Jessica Higgins (CRD# 6305102) is an Investment Advisor Representative working at Invera Wealth Advisors LLC in Bend, OR and has over 8 years of experience in the finance industry. Jessica Higgins 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
Invera Wealth Advisors LLC Bend, OR Nov 2022 - Current 1
400 W. Main St #201 Bend, OR Jul 2019 - Dec 2022 3
Raymond James & Associates, Inc. Evergreen, CO Jun 2019 - Dec 2022 3
Raymond James & Associates, Inc. Mount Ranier, MD Feb 2014 - Jun 2019 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2016
Contact Info for Jessica F. Higgins
Phone Number: (541) 647-1980
Firm Website: https://inverawealth.com
Registered State(s):
  • OR
  • TX
By the Numbers
  • Total Assets Under Management
    212
    MILLIONS
  • Total Number of Accounts
    554
    ACCOUNTS
  • Average Account Value
    $382,615
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
  • Pension consulting services
Types of Clients
Registered States

CA, DC, LA, OR, TX

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