Jessica AbramsCRD Number: 5356570
Current Firm: Facet Wealth, Inc.
Jessica Abrams (CRD# 5356570) is an Investment Advisor Representative working at Facet Wealth, Inc. in Truckee, CA and has over 9 years of experience in the finance industry. Jessica Abrams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Trident Capital Advisors, LLC
|Facet Wealth||Truckee, CA||Feb 2020 - Current||1|
|Lpl Financial, LLC||San Mateo, CA||May 2019 - Current||2|
|Town Of Truckee||Truckee, CA||Nov 2016 - Current||4|
|Vantage||San Mateo, CA||May 2019 - Nov 2019||< 1|
|William W Austin||Truckee, CA||May 2016 - May 2019||3|
|Abacus||Sebastopol, CA||Dec 2015 - May 2016||< 1|
|Wells Fargo Advisors||Incline Village, NV||Jun 2013 - Dec 2015||2|
|Edward Jones||Truckee, CA||Oct 2011 - Jun 2013||1|
|Bank Of America||Tahoe City, CA||May 2008 - Oct 2011||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2011|
Total Assets Under Management502MILLIONS
Total Number of Accounts2,517ACCOUNTS
Average Account Value$199,543
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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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