Jessica Panettieri (CRD# 7324781) is an Investment Advisor Representative working at Iconiq Capital, LLC in San Francisco, CA and has over 3 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Iconiq Capital | San Francisco, CA | Jul 2020 - Current | 3 |
| Washington University In St. Louis | St. Louis, MO | Aug 2016 - May 2020 | 3 |
| Compass Group Equity Partners | St. Louis, MO | Jan 2019 - Dec 2019 | < 1 |
| Promus Capital, LLC | Chicago, IL | May 2018 - Jun 2018 | < 1 |
| Autometer Products, Inc. | Sycamore, IL | May 2017 - Aug 2017 | < 1 |
| Colonial Cafe | St. Charles, IL | May 2016 - Aug 2016 | < 1 |
| St. Charles North High School | St. Charles, IL | Aug 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2021 |
- CA
-
Total Assets Under Management84,187MILLIONS
-
Total Number of Accounts1,477ACCOUNTS
-
Average Account Value$56,998,898
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Other
CA, FL, NY, TX
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