Jessica Passier
Jessica Passier is a registered investment advisor at Madison Avenue Securities, LLC, based in San Diego, CA, with 10 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 14,528 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Madison Avenue Securities (MAS) offers several investment management programs with different fee structures:
- Fee Plus Transaction Charge Program: You'll pay a management fee (0.50% to 2.00% annually) plus transaction charges for buying and selling securities.
- Standard Wrap Program: You'll pay a "wrap fee" (0.50% to 2.25% annually) based on the value of your investments. This fee covers advisory, brokerage, and custodial services.
- Low-Minimum Wrap Program: (No longer accepting new accounts) You'll pay a "wrap fee" (0.50% to 2.25% annually) based on the value of your investments. This fee covers advisory, brokerage, and custodial services.
- AE Wealth Management Program: You'll pay a wrap fee up to 2.5% annually, which includes advisory, brokerage, and custodial services. This program also offers strategies managed by third-party investment managers.
- Envestnet Program: You'll pay a wrap fee up to 2% annually, which includes advisory, brokerage, and custodial services. Fees attributable to Envestnet and the manager depend on the specific program/portfolio the account is invested in and may range anywhere between 0.10% - 2.31%.
Fees are negotiable and may vary depending on account size and other factors.
Location
13500 Evening Creek Dr N, #555, San Diego, CA, 92128
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 Activities
Jessica works as a server/bartender for Party Host Helpers, primarily on weekends, dedicating a few hours per week. She also works in client services for AE Financial Services, a broker-dealer, spending minimal time on this activity.
Employment History
Current Registrations
Madison Avenue Securities, LLC
Madison Avenue Securities, LLCBroker
Previous Registrations
Girard Securities, INC.Broker
State Registrations1 state
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.