JH
JH

Jessica Harper

24 Years of Experience
Charleston, SC
Broker

Jessica Harper is a registered investment advisor at Wells Fargo Advisors, based in Charleston, SC, with 24 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

225 Seven Farms Dr, Ste 300, Charleston, SC, 29492

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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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Other Business Activities

Jessica is a trustee for the ADA Harper 401k and has 100% ownership of ADA Harper LLC, dedicating full-time hours to it. She also has ownership stakes in Millennium Private Wealth LLC, BMRH Holdings, LLC, and Millennium Legacy Partners LLC, dedicating significant time to Millennium Private Wealth LLC and a few hours per week to the others.

Employment History
Current Registrations
Wells Fargo Advisors
March 2016 - Present · 10 yrs 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2016 - Present · 10 yrs 2 mos
Previous Registrations
UBS Financial Services INC.
April 2003 - April 2016 · 13 yrs
UBS Financial Services INC.Broker
October 2001 - April 2016 · 14 yrs 6 mos
Wachovia Securities, INC.Broker
September 2001 - November 2001 · 2 mos
State Registrations50 states
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AdvisorBrokerBoth

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 Harper - Financial Advisor | TrueAdvisor