JD
JD

Jessica Dulle

2 Years of Experience
Lexington, OH
Broker

Jessica Dulle is a registered investment advisor, based in Lexington, OH, with 2 years of industry experience.

Location

Lexington, OH

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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 a board member of the Ohio District Kiwanis Foundation and a financial professional at Cleveland Financial Group, each taking about a quarter of her time. She also serves on the allocations committee for the United Way of Richland County, dedicating minimal time.

Employment History
Current Registrations
Cetera Wealth Services, LLC
May 2024 - Present · 2 yrs
Cetera Investment Advisers LLC
May 2024 - Present · 2 yrs
Cetera Wealth Services, LLCBroker
May 2024 - Present · 2 yrs
Previous Registrations
Lincoln Financial Advisors Corporation
February 2024 - May 2024 · 3 mos
Lincoln Financial Advisors CorporationBroker
July 2023 - May 2024 · 10 mos
State Registrations2 states
MOOH
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 Dulle - Financial Advisor | TrueAdvisor