Jessica UleryCRD Number: 4609586
Current Firm: Investment Professionals, Inc.
Jessica Ulery (CRD# 4609586) is an Investment Advisor Representative working at Investment Professionals, Inc. in San Antonio, TX and has over 13 years of experience in the finance industry.
Intercontinental Wealth Advisors, LLC
Wealth Watch Advisors, LLC
Vannoy Advisory Group, Inc.
|Investment Professionals, Inc.||Altoona, PA||Apr 2012 - Current||4|
|Financial Network||El Segundo, CA||Oct 2006 - Apr 2012||5|
|Axa Advisors, LLC||State College, PA||Nov 2002 - Sep 2006||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2003|
Total Assets Under Management634MILLIONS
Total Number of Accounts2,677ACCOUNTS
Average Account Value$236,881
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based 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
- Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV