Jessica French is a registered investment advisor at Gemini Wealth, based in Taylorsville, UT, with 2 years of industry experience. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is for Gemini Wealth's co-advisor services when using Matson Money. This is in addition to Matson Money's fees, which may not exceed 2.0% annually. Gemini Wealth's fee may be negotiable.
Fee Estimator
Location
Taylorsville, UT
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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 ActivitiesSells Insurance
Jessica is the Chief Operating Officer of Hogan Financial Services, an investment-related business, since 2015. This takes about half of Jessica's time.
Employment History
Current Registrations
Gemini Wealth
Previous Registrations
Hogan French Financial Services
State Registrations2 states
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.