Jessica Pavish is a registered investment advisor at Edward Jones, based in Everett, WA, with 40 years of industry experience. Jessica is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
2511 Colby Avenue, Everett, WA, 98201
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Regulatory History (1)
Customer Dispute
February 2001Other Business Activities
Jessica serves on the board of directors for the Bainbridge Island Museum of Art and the Port Townsend Film Festival, and is involved in multiple real estate ventures. These activities require minimal time commitment each week.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Piper Jaffray & CO.
Piper Jaffray & CO.Broker
Dain Rauscher IncorporatedBroker
Dain Rauscher IncorporatedBroker
Murphey Favre, INC.Broker
Sentra Securities CorporationBroker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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