Jessica Bartle (CRD# 6031782) is an Investment Advisor Representative working at Integrated Advisors Network LLC in Dallas, TX and has over 11 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Integrated Advisors Network, LLC | Palos Verdes Estates, CA | Oct 2019 - Current | 4 |
| Evoque Investments | Great Barrington, MA | Oct 2019 - Current | 4 |
| Arista Advisory Group | Great Barrington, MA | Mar 2019 - Oct 2019 | < 1 |
| Alexandra Dest Capital Management | Pittsfield, MA | Feb 2019 - Mar 2019 | < 1 |
| Voya Investment Management | Windsor, CT | Apr 2016 - Jan 2019 | 2 |
| Voya Investments Distributor, LLC | Windsor, CT | Apr 2016 - Jan 2019 | 2 |
| Voya Investment Management Company LLC | New York, NY | Apr 2016 - Jan 2019 | 2 |
| Rbc Capital Markets, LLC | Great Barrington, MA | Feb 2012 - Apr 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2013 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2014 |
- CA
- CT
- MA
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Total Assets Under Management4,215MILLIONS
-
Total Number of Accounts11,998ACCOUNTS
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Average Account Value$351,290
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, LA, MA, MD, ME, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA
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