JS
CFP
JS
CFP

Jessica Saunders

15 Years of Experience
Las Vegas, NV
BrokerSells Insurance

Jessica Saunders is a CFP-designated registered investment advisor, based in Las Vegas, NV, with 15 years of industry experience.

Location

10161 W Park Run Dr. Suite #150, Las Vegas, NV, 89145

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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 ActivitiesSells Insurance

Jessica is an advisory representative of a RIA, owner of Airplate LLC and Lanikai Wealth Partners LLC, and an independent insurance agent for various companies. She also serves as a board member for Insight Innovation Fund GP LLC and Female Founders Foundation, and works as a W2 employee for Lanikai Consultants, LLC.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
January 2025 - Present · 1 yr 6 mos
Cambridge Investment Research Advisors, INC.
January 2025 - Present · 1 yr 6 mos
Previous Registrations
Prosperitas Financial, LLC
August 2023 - November 2024 · 1 yr 3 mos
Noblebridge Wealth
March 2023 - August 2023 · 5 mos
Purshe Kaplan Sterling InvestmentsBroker
May 2021 - March 2023 · 1 yr 10 mos
Abundant Wealth Strategies
November 2020 - February 2023 · 2 yrs 3 mos
Wells Fargo Clearing Services, LLC
July 2010 - October 2019 · 9 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
November 2009 - October 2019 · 9 yrs 11 mos
State Registrations3 states
CAFLNV
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.
Jessica Saunders - Financial Advisor | TrueAdvisor