Jessica Burch (CRD# 6541011) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Waco, TX and has over 8 years of experience in the finance industry.
CRD# 7060484
Lpl Financial LLC
CRD# 1366957
Lpl Financial LLC
CRD# 2137572
Academy Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Winnow Wealth, LLC | Waco, TX | Jan 2022 - Current | 2 |
| The Momentous Group | Waco, TX | Jan 2020 - Current | 4 |
| Retirement Wealth Advisors, Inc. | Waco, TX | Sep 2019 - Current | 4 |
| Iron Horse Equipment Solutions LLC | Waco, TX | Sep 2017 - Current | 6 |
| Nurture Wealth | Waco, TX | Jul 2015 - Jan 2022 | 6 |
| The Prepare Institute | Wheaton, IL | Oct 2018 - Jan 2020 | 1 |
| Burnell Financial Solutions | Bothell, WA | Apr 2019 - Oct 2019 | < 1 |
| Regal Investment Advisors | Kentwood, MI | May 2017 - Sep 2019 | 2 |
| Wealth Watch Advisors LLC | Rockledge, FL | Aug 2015 - Aug 2017 | 2 |
| Unemployed | Fulshear/waco, TX | Aug 2014 - Aug 2015 | 1 |
| Katy Isd | Katy, TX | Aug 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2015 |
- LA
- TX
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- 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
- 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, VT, WA, WI, WV, WY
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