Jessica Whitehurst (CRD# 7004315) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Viera, FL and has over 5 years of experience in the finance industry. Jessica Whitehurst 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.
CRD# 5384856
Truist Advisory Services, Inc.
CRD# 1210763
Kestra Advisory Services, LLC
CRD# 6847163
Kestra Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jlw Financial, LLC | Viera, FL | Nov 2023 - Current | < 1 |
| Johns Viera, LLC | Viera, FL | Oct 2023 - Current | < 1 |
| Cetera Investment Advisers LLC | Schaumburg, IL | May 2019 - Current | 4 |
| Johns Brothers Financial LLC | Viera, FL | Dec 2018 - Current | 5 |
| Cetera Financial Specialists LLC | Schaumburg, IL | Nov 2018 - Current | 5 |
| Womble Bond Dickson | Atlanta, GA | Sep 2016 - Jan 2019 | 2 |
| Cetera Financial Specialists LLC | Schaumburg, IL | Aug 2018 - Nov 2018 | < 1 |
| Emory University School Of Law | Atlanta, GA | Jan 2016 - Jun 2016 | < 1 |
| Full Time Student - Emory University School Of Law | Atlanta, GA | Aug 2013 - May 2016 | 2 |
| Womble Carlyle Sandridge & Rice LLP | Atlanta, GA | Jun 2015 - Jul 2015 | < 1 |
| Internal Revenue Service - General Counsel Office | Atlanta, GA | Jan 2015 - May 2015 | < 1 |
| Hawkins Parnell Thackston & Young LLP | Atlanta, GA | Jun 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2019 |
- FL
- TX
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- 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
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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