JT
JT

Jessica Marie Trunck

14 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningInsurance PlanningBusiness Owners
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
2,022 clients
Average Client Portfolio
$606K average
Assets Under Management
$1.2B

Fee Structure

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Location

50 Chestnut Street, Suite A-400, Beavercreek, OH, 45440

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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 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
September 2014 - Present · 11 yrs 5 mos
Westminster Financial Securities, INC.Broker
November 2011 - Present · 14 yrs 3 mos
Previous Registrations
Compass Financial Management LLC
August 2018 - December 2019 · 1 yr 4 mos
State Registrations5 states
FLMANEOHVT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Jessica Marie Trunck - Financial Advisor | TrueAdvisor