Jessica PoznickCRD Number: 2983445
Current Firm: Lucid Advisors, Inc.
Jessica Poznick (CRD# 2983445) is an Investment Advisor Representative working at Lucid Advisors, Inc. in Seattle, WA and has over 17 years of experience in the finance industry.
Brighton Jones LLC
|Lucid Advisors, Inc.||Seattle, WA||Jul 2007 - Current||9|
|Huntington Steele LLC||Seattle, WA||Sep 2006 - Jul 2007||< 1|
|Unemployed||Seattle, WA||Nov 2005 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1999|
|S65||NASAA Investment Advisors Law Examination||Nov 2007|
Total Assets Under Management525MILLIONS
Total Number of Accounts194ACCOUNTS
Average Account Value$2,708,504
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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