Jessica
Jones
Success Wealth Management LLC
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About this Advisor
Jessica Jones is a financial advisor based in Ventura, California, working with Success Wealth Management LLC. Jessica has previously held positions at Success Wealth Management LLC, Independent Agent Dba American Legacy Solutions, Bankers Life, and Rebel Women Wealth Inc. Jessica has passed the Series 65 regulatory exam and is registered to provide services in California and Louisiana. Currently, Jessica is part of Success Wealth Management LLC, which operates out of Ventura, California. The firm has 12 offices and 12 employees. The firm manages assets totaling $40.1 million and offers portfolio management services for individuals and small businesses. The fee structure at Success Wealth Management LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Success Wealth Management LLC Brokerage Details
$40,125,000
12
676
$59,357
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Jessica Jones Work History
Success Wealth Management LLC
Rebel Women Wealth Inc
Independent Agent Dba American Legacy Solutions
Bankers Life
Disclosures
Please visit the SEC profile of Jessica Jones to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Success Wealth Management LLC
Wexford, PA
Wexford, PA
Warwick, RI
Wexford, PA
Wexford, PA
Portland, OR
Ventura, CA
Cambridge Springs, PA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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