JM
JM

Jessica Markarian

18 Years of Experience
Carson City, NV

Jessica Markarian is a registered investment advisor at Aljian Capital Management, based in Carson City, NV, with 18 years of industry experience. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 436 clients with $630M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
436 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$627.8M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.00%
$1.0M - $2.5M0.88%
$2.5M - $10.0M0.75%
$10M+0.63%

Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

600 E William Street, Ste. 208, Carson City, NV, 89701

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Aljian Capital Management
September 2013 - Present · 12 yrs 8 mos
Previous Registrations
Morgan Stanley
June 2009 - September 2013 · 4 yrs 3 mos
Citigroup Global Markets INC.
April 2007 - June 2009 · 2 yrs 2 mos
State Registrations3 states
CANVTX
Advisor

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
No exam information available for this advisor.
Jessica Markarian - Financial Advisor | TrueAdvisor