Jennifer Esch
Jennifer Esch is a registered investment advisor at Wealth Management Investment Advisors, LLC, based in Spring, TX, with 10 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 252 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
WMA Financial does not directly manage investments. Instead, they recommend third-party money managers. WMA Financial is paid a portion of the advisory fee that the third party money manager charges the client.
Location
18935 I-45 North, Spring, TX, 77389
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jennifer is a partner at Bailes Bates & Associates, LP, focusing on accounting, income tax planning, and preparation, dedicating about a quarter of her time. She also owns Begnaud Family Properties, LLC, a family-owned farm, and is a managing member of Esch Development Solutions, LLC, spending minimal time on each.
Employment History
Current Registrations
Wealth Management Investment Advisors, LLC
Previous Registrations
Wealth Management Investment Advisors, LLC
Wealth Management Investment Advisors, LLC
State Registrations1 state
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