Jessica Jarvis (CRD# 6167675) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rolling Meadows, IL and has over 10 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lisle, IL | Nov 2018 - Current | 5 |
| University Of Phoenix | Aurora, IL | Aug 2013 - Nov 2018 | 5 |
| Jp Morgan Securites LLC | Aurora, IL | Jul 2016 - Aug 2018 | 2 |
| Jp Morgan Chase | Aurora, IL | Feb 2016 - Aug 2018 | 2 |
| Columbia Sportswear | Aurora, IL | Nov 2015 - Feb 2016 | < 1 |
| Limited Stores | Aurora, IL | Nov 2015 - Jan 2016 | < 1 |
| Fifth Third Bank | Oswego, IL | Sep 2014 - Jun 2015 | < 1 |
| Pfs Investments Inc. | Naperville, IL | May 2013 - Dec 2014 | 1 |
| Primerica Financial Services | Naperville, IL | Oct 2012 - Dec 2014 | 2 |
| Waubonsee Community College | Sugar Grove, IL | Jan 2005 - Dec 2014 | 9 |
| Banana Republic Factory Store | Aurora, IL | Sep 2013 - Sep 2014 | 1 |
| Talbots | Aurora, IL | Feb 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2013 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2019 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IL
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- 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
- Other
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