Jessica Kagin-Tropea (CRD# 4991108) is an Investment Advisor Representative working at Auerbach Investment Services, LLC in Narberth, PA and has over 2 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Auerbach Investment Services, LLC | Narberth, PA | Jul 2022 - Current | 1 |
| Adam Gilson | New York, NY | Apr 2022 - Jul 2022 | < 1 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Feb 2022 - Jul 2022 | < 1 |
| Northwestern Mutual Investment Services LLC | Philadelphia, PA | Aug 2020 - Jul 2022 | 1 |
| Melinda Wilke | Hales Corners, WI | Jul 2021 - Apr 2022 | < 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Jul 2020 - Jul 2021 | 1 |
| Jkt Events LLC | Philadelphia, PA | Jun 2018 - Jul 2020 | 2 |
| Vip220 | Philadelphia, PA | Feb 2019 - Oct 2019 | < 1 |
| Guidepoint | New York, NY | Apr 2014 - Dec 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
| S63 | Uniform Securities State Law Examination | May 2021 |
- PA
-
Total Assets Under Management56MILLIONS
-
Total Number of Accounts130ACCOUNTS
-
Average Account Value$428,687
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
AL, PA, TX
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