Jessica Hart
Jessica Hart is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Holyoke, MA, with 7 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
330 Whitney Ave, Suite 630, Holyoke, MA, 01040
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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.
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Jessica is a registered representative for Peoples Wealth Advisory Group and PeoplesBank. These roles each take about 10-20% of Jessica's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Infinex Investments, INC.Broker
State Registrations13 states
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