Jessica Layman, financial advisor Santa Barbara CA
88 score

Jessica Layman

CRD Number: 6298900
Current Firm: West Coast Financial, LLC

Jessica Layman (CRD# 6298900) is an Investment Advisor Representative working at West Coast Financial, LLC in Santa Barbara, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
West Coast Financial, LLC Santa Barbara, CA Jan 2013 - Current 3
Wells Fargo Santa Barbara, CA Apr 2010 - Jan 2013 2
Wachovia Santa Barbara, CA Nov 2009 - Apr 2010 < 1
Game Crazy Goleta, CA Jan 2007 - Nov 2009 2
Uc Santa Barbara Santa Barbara, CA Sep 2006 - Jan 2007 < 1
The Limited Thousand Oaks, CA Jun 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2014
Contact Info for Jessica K. Layman
Phone Number: 805-962-9131
Firm Website: http://www.wcfinc.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    606
    MILLIONS
  • Total Number of Accounts
    750
    ACCOUNTS
  • Average Account Value
    $808,379
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, CO, FL, KY, MN, NY, OR, TX, WA

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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