JM
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Jessica Malone

5 Years of Experience
Lancaster, PA
BrokerSells Insurance

Jessica Malone is a registered investment advisor, based in Lancaster, PA, with 5 years of industry experience.

Location

1 Penn Square, Lancaster, PA, 17602

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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 is a Senior Vice President Wealth Advisor at Fulton Bank/Fulton Insurance Services Group, involved in sales, investment-related activities, and insurance business, dedicating full-time hours. She is also an Investment Advisor Representative (IAR) at TLG Advisors Inc, spending a few hours per week on investment-related activities.

Employment History
Current Registrations
The Leaders Group, INC.
July 2023 - Present · 3 yrs
Tlg Advisors, INC.
July 2023 - Present · 3 yrs
The Leaders Group, INC.Broker
July 2023 - Present · 3 yrs
Previous Registrations
Raymond James Financial Services, INC.Broker
February 2021 - July 2023 · 2 yrs 5 mos
State Registrations3 states
MDNJPA
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.
Jessica Malone - Financial Advisor | TrueAdvisor