Jessica
Robertson
South Bay Financial Partners
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About this Advisor
Jessica Robertson is a financial advisor based in Torrance, California, working with South Bay Financial Partners. Jessica has previously held positions at South Bay Financial Partners, Pillars Community Health, Beacon Hill, Casa Central, and Graff, Ballauer & Blanski. Jessica has passed the Series 65 regulatory exam and is registered to provide services in California and Illinois. Currently, Jessica is part of South Bay Financial Partners, which operates out of Torrance, California. The firm has 2 offices and 7 employees. The firm manages assets totaling $111.6 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, publication of newsletters, educational seminars, and other services. The fee structure at South Bay Financial Partners includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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South Bay Financial Partners Brokerage Details
$111,647,470
7
155
$720,306
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Jessica Robertson Work History
South Bay Financial Partners
Pillars Community Health
Beacon Hill
Casa Central
Graff, Ballauer & Blanski
Disclosures
Please visit the SEC profile of Jessica Robertson 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 South Bay Financial Partners
Torrance, CA
Mammoth Lakes, CA
Torrance, CA
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