Jessica SerraltaCRD Number: 6749040
Current Firm: Rightbridge Private Capital LLC
Jessica Serralta (CRD# 6749040) is an Investment Advisor Representative working at Rightbridge Private Capital LLC in Springfield, NJ and has over 3 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
Hightower Advisors, LLC
|Rightbrodge Private Capital LLC||Springfield, NJ||May 2019 - Current||2|
|Self Employed||New York, NY||Feb 2018 - Apr 2019||1|
|Axa Advisors,llc.||New York, NY||Jun 2017 - Jan 2018||< 1|
|Unemployed||New York, NY||Mar 2017 - Jun 2017||< 1|
|Michael Allan Leon & Associates||New York, NY||Aug 2016 - Feb 2017||< 1|
|Bond New York Real Estate||New York, NY||Feb 2016 - Aug 2016||< 1|
|Unemployed||New York, NY||Apr 2007 - Jan 2016||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2017|
Total Assets Under Management37MILLIONS
Total Number of Accounts145ACCOUNTS
Average Account Value$252,622
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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