Jack
Fessler

Missionsquare Retirement

CRD#7876737
Investment Advisor
in Washington, DC

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About this Advisor

Jack Fessler is a financial advisor based in Washington, District of Columbia, working with Missionsquare Retirement. Jack has previously held positions at Missionsquare Retirement, Missionsquare Investment Services, Bishop Fenwick High School, Fortegic, Lebanon City Schools, Miami University, Great Oaks Career Campuses, Home City Ice, Skippers Pub, Sperry, Springboro City Schools, and Amazon. Jack has passed the Series 65 regulatory exam and is registered to provide services in Georgia. Currently, Jack is part of Missionsquare Retirement, which operates out of Washington, District of Columbia. The firm has 9 offices and 623 employees. The firm manages assets totaling $668.2 million. The services offered by the firm include portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Missionsquare Retirement includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

777 North Capitol Street Ne, Suite 600
Washington, DC 20002-4240

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Missionsquare Retirement Brokerage Details

Total Assets Under Management

$668,171,497

DC Average: $4,886,152,200
Total Number of Employees

623

DC Average: 60
Total Number of Accounts

1

DC Average: 205
Average Account Size

$668,171,497

DC Average: $23,834,889

Investment Advisory Services

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

Jack Fessler Work History

2024 - Present (0 year)

Missionsquare Retirement

2024 - Present (0 year)

Missionsquare Investment Services

2023 - Present (1 year)

Bishop Fenwick High School

2023 - Present (1 year)

Fortegic

2019 - Present (5 years)

Lebanon City Schools

2023 - 2023 (< 1 year)

Lebanon City Schools

2022 - 2022 (< 1 year)

Great Oaks Career Campuses

2021 - 2021 (< 1 year)

Home City Ice

2021 - 2021 (< 1 year)

Skippers Pub

2020 - 2020 (< 1 year)

Amazon

2019 - 2022 (3 years)

Miami University

2019 - 2021 (2 years)

Sperry

2019 - 2023 (4 years)

Bishop Fenwick High School

2015 - 2019 (4 years)

Bishop Fenwick High School

2014 - 2015 (1 year)

Springboro City Schools

Disclosures

Please visit the SEC profile of Jack Fessler 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 Missionsquare Retirement

Ryan Carpenter
Washington, DC
Christian Lee
Santa Clara, CA
Daryl Pereira Dennis
Washington, DC
Sean Payton
Washington, DC
Kenneth Hartos
Franklin Lakes, NJ
Zachary Pitman
Washington, DC
Gabriel Zamacona
Edgewood, WA
Jarrod Harrison
Champions Gate, FL

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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