Jessica Beckett
Jessica Beckett is a registered investment advisor at Byrne Financial Freedom, LLC, based in Fort Myers, FL, with 6 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, High Net Worth, Investment Management, and 1 more. Their firm serves 956 clients with $440M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Byrne Financial charges a single, combined annual fee for both investment management and financial planning, based on the value of your portfolio. The fee ranges from 0.25% to 2.50% annually, depending on the complexity of your situation, the amount of assets managed, and your overall relationship with Byrne Financial. Fees are paid quarterly, in advance. The total blended fee, including Byrne Financial's fee and any fees charged by independent managers, will not exceed 2.00% annually.
Location
10012 Gulf Center Drive, Fort Myers, FL, 33913
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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 an investment advisor representative for Byrne Financial Freedom, LLC and a registered admin with LPL. She also works as a notary, dedicating minimal time to this activity.
Employment History
Current Registrations
Byrne Financial Freedom, LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
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.