Jessica Trunck is a registered investment advisor at Westminster Financial Advisory CORP, based in Beavercreek, OH, with 14 years of industry experience. Their practice areas include Insurance Planning, Investment Management, Retirement Planning. Their firm serves 2,022 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Westminster Financial Advisory charges a percentage of the value of your investments. The annual percentage rate is negotiable based on factors like the services offered, complexity, total assets in the household, and the relationship with the advisor. The annual advisory fee will not exceed 2.5% of the managed account value. Clients may also be charged commissions and/or service fees for trades executed in their account, which are also negotiable.
Location
50 Chestnut Street, Suite A-400, Beavercreek, OH, 45440
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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.
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Jessica works as a Chief Compliance Officer (CCO) for Westminster Financial Securities, Westminster Financial Advisory, and Concorde Financial Resources. These roles take about 40 hours per week in total, or full-time.
Employment History
Current Registrations
Westminster Financial Advisory CORP
Westminster Financial Securities, INC.Broker
Previous Registrations
Compass Financial Management LLC
State Registrations5 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.