Jessica SoftleyCRD Number: 5326314
Current Firm: Usaa Financial Planning Services
Jessica Softley (CRD# 5326314) is an Investment Advisor Representative working at Usaa Financial Planning Services in Phoenix, AZ and has over 9 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Usaa Financial Advisors, Inc.||Phoenix, AZ||Mar 2010 - Current||6|
|Usaa Financial Planning Services, Inc.||Phoenix, AZ||Mar 2010 - Current||6|
|Fic||Phoenix, AZ||Jun 2007 - Mar 2010||2|
|Pinnicale Academy Of Dance||Scottsdale, AZ||Aug 2006 - Jul 2008||1|
|Aqua Perfect||Scottsdale, AZ||Nov 2005 - Apr 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2007|
|S65||NASAA Investment Advisors Law Examination||Sep 2010|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Financial planning services
- 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