Jessica Blood
Jessica Blood is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Austin, TX, with 19 years of industry experience. Jessica is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B 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 $750K | 2.25% |
| $750K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.
Fee Estimator
Location
4101 Parkstone Heights, Suite 260, Austin, TX, 78746
Get directionsHistory
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 owns PlanWise Financial Group to facilitate securities, advisory, and insurance business, dedicating nearly full-time hours to it. She also sells fixed insurance, spends minimal time on it, and co-owns residential and commercial real estate.
Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Columbia Management Advisors, LLC
Columbia Management Distributors, INC.Broker
Mfc Global Investment Management (U.S.), LLC
John Hancock Advisers, LLC
John Hancock Funds, LLCBroker
Commonwealth Financial NetworkBroker
State Registrations19 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.
Exams
More Advisors
- Michael DegolierCommonwealth Financial Network
- Jeffrey RicksCommonwealth Financial Network
- Shannon MckeehanCommonwealth Financial Network
- John Blood, CFA, CFPCommonwealth Financial Network
- Carlos Lowenberg, ChFCMasterpiece Capital, LLC
- Alexander Hallum, CFPPer Stirling Capital Management, LLC