JD
JD

Jessica Deluca

11 Years of Experience
Mount Laurel, NJ
Broker

Jessica Deluca is a registered investment advisor at Raymond James & Associates, INC., based in Mount Laurel, NJ, with 11 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

3000 Atrium Way, Suite 420, Mount Laurel, NJ, 08054

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jessica and her husband own and manage a rental condo since 2021. She dedicates minimal time to this activity.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
August 2018 - Present · 7 yrs 9 mos
Raymond James & Associates, INC.
August 2018 - Present · 7 yrs 9 mos
Previous Registrations
Morgan Stanley
July 2014 - August 2018 · 4 yrs 1 mo
Morgan StanleyBroker
June 2014 - August 2018 · 4 yrs 2 mos
State Registrations22 states
AZCACOCTDEFLGAMAMDMNMONCNJNMNYOHPARISCTXVAWI
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.