Jessica Lindsey (CRD# 6645534) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 7 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Charles Schwab & Company, Inc. | Phoenix, AZ | Jan 2020 - Current | 4 |
Charles Schwab Bank | Phoenix, AZ | Jan 2020 - Current | 4 |
Citizens Bank | Phoenix, AZ | Sep 2017 - Dec 2019 | 2 |
Fidelity Brokerage Services, LLC | Albuquerque, NM | Apr 2016 - Aug 2017 | 1 |
Strayer University | Albuquerque, NM | Aug 2015 - Sep 2016 | 1 |
Fidelity Investments | Albuquerque, NM | Aug 2015 - Apr 2016 | < 1 |
Unemployed | Albuqueruqe, NM | May 2015 - Aug 2015 | < 1 |
University Of New Mexico | Albuquerque, NM | Jan 2014 - May 2015 | 1 |
University Of New Mexico | Albuquerque, NM | Aug 2008 - May 2015 | 6 |
Chilis Bar And Grill | Albuquerque, NM | Mar 2010 - Oct 2014 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2016 |
S65 | NASAA Investment Advisors Law Examination | Jun 2018 |
- AZ
- CA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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