Jessica Odorisio (CRD# 5559003) is an Investment Advisor Representative working at Creative Planning in Omaha, NE and has over 6 years of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Creative Planning, LLC | Overland Park, KS | Dec 2021 - Current | 2 |
| Lockton Companies LLC | Omaha, NH | Dec 2019 - Dec 2021 | 2 |
| Lockton Financial Advisors, LLC | Omaha, NH | Dec 2019 - Dec 2021 | 2 |
| Lockton Investment Advisors, LLC | Omaha, NE | Dec 2019 - Dec 2021 | 2 |
| Silverstone Asset Management Inc. | Omaha, NE | Sep 2017 - Dec 2019 | 2 |
| M Holdings Securities, Inc. | Omaha, NE | Aug 2015 - Dec 2019 | 4 |
| Silverstone Group, Inc. | Omaha, NE | Feb 2008 - Dec 2019 | 11 |
| Old Chicago | Omaha, NE | Aug 2008 - May 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2017 |
- NE
- TX
-
Total Assets Under Management175,272MILLIONS
-
Total Number of Accounts234,298ACCOUNTS
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Average Account Value$748,072
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, WY
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