JK
JK

Jessica King

13 Years of Experience
Stuart, FL
1 DisclosureBroker

Jessica King is a registered investment advisor at Cetera Investment Advisers LLC, based in Stuart, FL, with 13 years of industry experience. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

119 SW 6th St, Stuart, FL, 34994

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History

Regulatory History (1)
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Customer Dispute
February 2016
Denied
Other Business Activities

Jessica works as an assistant to another financial advisor, is a tax accountant, and does personal and corporate tax preparation and bookkeeping. She also owns Jessica King Corp for expense management, dedicating full-time hours to it, with most of those hours during trading hours.

Employment History
Current Registrations
Cetera Investment Advisers LLC
October 2017 - Present · 8 yrs 7 mos
Cetera Financial Specialists LLC
September 2017 - Present · 8 yrs 8 mos
Cetera Financial Specialists LLCBroker
September 2017 - Present · 8 yrs 8 mos
Previous Registrations
Securian Financial Services, INC.
February 2015 - October 2015 · 8 mos
Securian Financial Services, INC.Broker
July 2014 - October 2015 · 1 yr 3 mos
Royal Alliance Associates, INC.Broker
December 2010 - July 2014 · 3 yrs 7 mos
State Registrations2 states
FLSC
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 King - Financial Advisor | TrueAdvisor