Jessica Liu (CRD# 5407022) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Seattle, WA and has over 15 years of experience in the finance industry.
CRD# 5925615
Securities America Advisors, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Seattle, WA | Sep 2021 - Current | 2 |
| Charles Schwab Bank Ssb | Bellevue, WA | Aug 2016 - Sep 2021 | 5 |
| Charles Schwab & Company, Inc. | Bellevue, WA | Aug 2016 - Sep 2021 | 5 |
| None - Unemployed | Seattle, WA | Apr 2016 - Jul 2016 | < 1 |
| Fidelity Investments | Seattle, WA | Apr 2015 - Mar 2016 | < 1 |
| Strategic Advisors, Inc. | Seattle, WA | Jul 2007 - Mar 2016 | 8 |
| Fidelity Investments | Seattle, WA | Nov 2010 - Apr 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2008 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2008 |
- TX
- WA
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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