Jessica Figoli
Jessica Figoli is a registered investment advisor at Ameriprise Financial Services, LLC, based in Erie, PA, with 22 years of industry experience. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
2035 Edinboro Rd, Erie, PA, 16509-3452
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jessica works full-time as an advisor and private banker, providing wealth management and financial planning services through ErieBank. She also serves as a board member for Meals on Wheels, dedicating minimal time to this role, and refers insurance business to other advisors.
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Securities America, INC.Broker
Securities America Advisors, INC.
Citizens Securities, INC.
Citizens Securities, INC.Broker
The Huntington Investment CompanyBroker
National Planning CorporationBroker
Wachovia Securities, LLCBroker
T. Rowe Price Investment Services, INC.Broker
State Registrations1 state
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.