JB
JB

Jessica Joy Bevilaqua

7 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
24 advisors
Number of Clients
2,613 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$4.6B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

320 Post Road, Suite 230, Darien, CT, 06820

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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 Activities

Jessica is involved with Sprott Asset Management USA Inc. as an SEC Registered Investment Advisor, dedicating about 10-20% of her time to strategic planning and execution of advisory services. She also has an administrative role with RD Capital US LLC, a holding company, spending a few hours per week to ensure taxes are paid and acting as an agent of process.

Employment History
Current Registrations
Sprott Asset Management USA INC.
February 2019 - Present · 7 yrs
Sprott Global Resource Investments LTDBroker
August 2018 - Present · 7 yrs 6 mos
State Registrations52 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Jessica Joy Bevilaqua - Financial Advisor | TrueAdvisor