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CFA

Jessica Espinoza

Wealthspire Retirement Advisory
20 Years of Experience
Bethesda, MD
Broker
View SEC Summary
View SEC Summary

Jessica Espinoza is a CFA-designated registered investment advisor at Wealthspire Retirement Advisory, based in Bethesda, MD, with 20 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 Investment Management, Retirement Planning. Their firm serves 7,532 clients with $39B in assets under management.

Wealthspire Retirement Advisory
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
147 advisors
Number of Clients
7,532 clients
Average Client Portfolio
$5.1M average
Assets Under Management
$38.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.60%

Fees range from 0.25% to 1.60% based on the nature of the services, portfolio composition, and rebalancing frequency. Rates are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6903 Rockledge Dr, 14th Floor, Bethesda, MD, 20817

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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 owns rental real estate property since 2013 and spends minimal time on it. She also works as a Managing Director at NFP Retirement, providing investment advice to corporate sponsored retirement plans, taking about half of Jessica's time.

Employment History
Current Registrations
Wealthspire Retirement Advisory
January 2021 - Present · 5 yrs 9 mos
Kestra Investment Services, LLC
August 2010 - Present · 16 yrs 2 mos
Kestra Investment Services, LLCBroker
August 2010 - Present · 16 yrs 2 mos
Previous Registrations
Kestra Advisory Services, LLC
April 2016 - January 2021 · 4 yrs 9 mos
NFP Advisor Services, LLC
February 2015 - September 2016 · 1 yr 7 mos
MML Investors Services, INC.Broker
July 2006 - September 2010 · 4 yrs 2 mos
State Registrations3 states
DCMDPA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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