Jessica
Hall
Certified Advisory Corp
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About this Advisor
Jessica Hall is a financial advisor who works in Altamonte Springs, Florida with 2 years of industry experience. Hall currently works for Certified Advisory Corp. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Wells Fargo Bank, Publix, University Of Central Florida, Seminole State College, Bank Of America, N.A, Fortune Financial Services, Certified Advisory Corp and Certified Insurance Corp. Hall holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Florida. Certified Advisory Corp is a financial advisory firm based in Altamonte Springs, FL. The company has offices in five locations and a total of 38 advisors. It has $2 billion in assets under management among its 5,503 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides financial advisory services to five charities and foundations. Of its 5,503 accounts, 19% are held by high-net-worth clients who have at least $1 million in assets. Certified Advisory Corp offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors largely depend on which service is provided. However, fees charged by Certified Advisory Corp can include any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Certified Advisory Corp Brokerage Details
$1,921,925,914
38
5,503
$349,251
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jessica Hall Work History
Jessica has been registered as a financial advisor for 2 years.*
Fortune Financial Services
Certified Advisory Corp
Certified Insurance Corp
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Seminole State College
Wells Fargo Bank
Publix
University Of Central Florida
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jessica Hall 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 Certified Advisory Corp
Altamonte Springs, FL
Altamonte Springs, FL
Altamonte Springs, FL
Altamonte Springs, FL
Altamonte Springs, FL
Gainesville, FL
Altamonte Springs, FL
Altamonte Springs, FL
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
