Jessica Jones (CRD# 7233562) is an Investment Advisor Representative working at Success Wealth Management LLC in Ventura, CA and has over 4 years of experience in the finance industry.
CRD# 5656946
The Lynd Group Advisors, LLC
CRD# 6139451
Lincoln Financial Advisors Corporation
CRD# 2781617
Thalassa Capital LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Success Wealth Management LLC | Wexford, PA | Feb 2020 - Current | 4 |
Rebel Women Wealth Inc. | Ventura, CA | Aug 2019 - Current | 4 |
Independent Agent Dba American Legacy Solutions | Ventura, CA | Nov 2014 - Current | 9 |
Bankers Life | Camarillo, CA | Feb 2010 - Oct 2014 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | May 2019 |
- CA
- LA
-
Total Assets Under Management40MILLIONS
-
Total Number of Accounts676ACCOUNTS
-
Average Account Value$59,357
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, FL, IA, IN, KS, LA, MA, MI, MO, NC, NY, OH, OR, PA, RI, SC, TX, WA, WI
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