Jessica Jablonowski is a CFA-designated registered investment advisor at Radix Financial, LLC, based in George Town, with 7 years of industry experience. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 53 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M+ | 0.65% |
Minimum household investment of $1,000,000 USD. Fees may be negotiable.
Fee Estimator
Location
5th Floor Anderson Square Building, 64 Shedden Road, George Town, KY1-1206
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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 Activities
Jessica serves as the Managing Director and Investment Advisor for Radix Financial Cayman, LLC, and as a Director for Radix Financial First Pillar LTD. These roles involve investment-related activities, with the former encompassing a significant portion of securities trading hours and the latter requiring minimal time.
Employment History
Current Registrations
Radix Financial, LLC
Previous Registrations
Janney Montgomery Scott LLC
State Registrations1 state
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