Jessica Carlos is a ChFC-designated registered investment advisor, based in San Antonio, TX, with 1 years of industry experience.
Location
8637 Fredericksburg Rd, Ste 130, San Antonio, TX, 78240
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jessica works as an intern for State Farm, providing service to customers. This investment-related activity takes about half of Jessica's time.
Employment History
Current Registrations
State Farm Vp Management CORP.
March 2025 - Present · 1 yr 2 mos
State Farm Vp Management CORP.Broker
March 2025 - Present · 1 yr 2 mos
State Farm Investment Management CORP.
March 2025 - Present · 1 yr 2 mos
State Registrations1 state
TX
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.