Jessica Nagengast (CRD# 5146530) is an Investment Advisor Representative working at Weitz Investment Management, Inc. in Omaha, NE and has over 10 years of experience in the finance industry. Jessica Nagengast 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.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Weitz Investment Management, Inc. | Omaha, NE | Dec 2013 - Current | 10 |
| Weitz Securities, Inc. | Omaha, NE | Dec 2013 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2013 |
- NE
-
Total Assets Under Management5,154MILLIONS
-
Total Number of Accounts20ACCOUNTS
-
Average Account Value$257,690,741
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
NE
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