JV
JV

Jessica Voci

5 Years of Experience
Ephrata, PA
BrokerSells Insurance

Jessica Voci is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Ephrata, PA, with 5 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1713 W Main Street, Ephrata, PA, 17522

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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 ActivitiesSells Insurance

Jessica owns rental property with her husband and dedicates minimal time to it. She also works at Fulton Bank and Fulton Financial Advisors, spending about half her time on investment sales and service, and is an officer for Martic Township, dedicating minimal time. Finally, Jessica is an agent for Specific Solutions selling life insurance.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2021 - Present · 5 yrs 4 mos
Raymond James Financial Services, INC.Broker
October 2020 - Present · 5 yrs 7 mos
State Registrations12 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.