Jessica
Zifer

The Salvetti Group

CRD#4963848
Investment Advisor
in Stockton, CA

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About this Advisor

Jessica Zifer is a financial advisor based in Stockton, California, working with The Salvetti Group. Jessica has previously held positions at Wells Fargo Bank Na, Wells Fargo Clearing Services, LLC, Central Valley Advisors LLC Dba The Salvetti Group, and Wells Fargo Advisors LLC. Jessica has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Jessica is part of The Salvetti Group, which operates out of Stockton, California. The firm has 1 office and 6 employees. The firm manages assets totaling $487.2 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at The Salvetti Group includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

4633 Quail Lakes Drive
Stockton, CA 95207

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The Salvetti Group Brokerage Details

Total Assets Under Management

$487,216,717

CA Average: $7,578,581,321
Total Number of Employees

6

CA Average: 43
Total Number of Accounts

1,842

CA Average: 3,727
Average Account Size

$264,504

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Jessica Zifer Work History

2024 - Present (0 year)

Central Valley Advisors LLC Dba The Salvetti Group

2016 - Present (8 years)

Wells Fargo Clearing Services, LLC

2014 - Present (10 years)

Wells Fargo Bank Na

2014 - 2016 (2 years)

Wells Fargo Advisors LLC

Disclosures

Please visit the SEC profile of Jessica Zifer 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 The Salvetti Group

Nicholas Salvetti
Sacramento, CA
Jessica Zifer
Stockton, CA
Americo Salvetti
Sacramento, CA
Jennifer Duggan
Sacramento, CA
Lacey Fonseca
Stockton, CA
Michael Stovall
Sacramento, CA
Sean O'Brien
Sacramento, CA
Sheryl Johnson
Sacramento, CA

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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