Jessica Beck is a CFP-designated registered investment advisor, based in Fort Collins, CO, with 17 years of industry experience.
Location
231 S Howes St., Fort Collins, CO, 80521
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 rental property and is an advisory representative of a registered investment advisor (RIA). She is also a partner at Sopris Wealth Advisors LLC, and an IAR and DBA for Sopris Wealth Partners LLC, and an owner of MDJB LLC and Sopris Wealth Partners (real estate).
Employment History
Current Registrations
Cambridge Investment Research, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Bancwest Investment Services, INC.Broker
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Securian Financial Services, INC.Broker
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.