JR
CFP
JR
CFP

Jessica Repasi

3 Years of Experience
La Plata, MD
BrokerSells Insurance

Jessica Repasi is a CFP-designated registered investment advisor, based in La Plata, MD, with 3 years of industry experience.

Location

101 Centennial Street, Suite D, La Plata, MD, 20646

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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 Investment Advisor Representative (IAR) with Sowell Management Services since April 2022, spending nearly full-time on this. She also works as an insurance agent providing insurance advice and is a financial advisor and insurance agent with Wealth Management Partners, LLC.

Employment History
Current Registrations
Sowell Management
November 2024 - Present · 1 yr 6 mos
Purshe Kaplan Sterling InvestmentsBroker
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Ic Advisory Services, INC.
September 2022 - November 2024 · 2 yrs 2 mos
The Investment Center, INC.Broker
June 2022 - November 2024 · 2 yrs 5 mos
State Registrations14 states
CACOFLGAHIMAMDNCNYOHPASCVAWV
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 Repasi - Financial Advisor | TrueAdvisor