Jessica BoltonCRD Number: 7427688
Current Firm: Edward Jones
Jessica Bolton (CRD# 7427688) is an Investment Advisor Representative working at Edward Jones in Satellite Beach, FL and has 1 year of experience in the finance industry.
Truist Advisory Services, Inc.
Wells Fargo Clearing Services, LLC
Kestra Advisory Services, LLC
|Edward Jones||St Louis, MO||Sep 2021 - Current||< 1|
|M&b Ventures Fl LLC||Satellite Beach, FL||Jun 2015 - Current||6|
|Eastern Florida State College||Melbourne, FL||Aug 2018 - Mar 2020||1|
|Lived Abroad||Koh Samui,||Jun 2010 - Mar 2015||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management654,235MILLIONS
Total Number of Accounts4,299,176ACCOUNTS
Average Account Value$152,177
- A percentage of assets under your management
- 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)
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, WY
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