Jessica
Marshall

Ars Wealth Advisors

CRD#7270427
Investment Advisor
in Gainesville, FL

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About this Advisor

Jessica Marshall is a financial advisor operating out of Gainesville, Florida with a total of 1 year of relevant experience. Marshall is an advisor for Ars Wealth Advisors. Their career trajectory has included roles at Holloway Wealth Management, LLC, Children'S Home Society, University Of North Florida and Ars Wealth Advisors Group, LLC. Marshall holds a Series 65 license, designating them as an investment advisor representative, and is approved to serve investors in Florida. Ars Wealth Advisors is a company that has its headquarters in Saint Petersburg, FL. The company has a total of 24 people on staff. It administers $1 billion in assets among its 2,316 client accounts, placing it among the bigger investment advisory firms in the country by assets under management. Of its 2,316 accounts, 65% are associated with high-net-worth individuals who have more than $1 million in assets. The advisory firm has a few services, including financial planning services, portfolio management for individuals and small businesses and other services. Financial advisory fee schedules usually depend on which services the firm provides the client. Fees charged by Ars Wealth Advisors may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5225 Sw 91St Terrace
Gainesville, FL 32608

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Ars Wealth Advisors Brokerage Details

Total Assets Under Management

$1,094,316,443

FL Average: $1,855,561,029
Total Number of Employees

24

FL Average: 62
Total Number of Accounts

2,316

FL Average: 2,474
Average Account Size

$472,503

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

Jessica Marshall Work History

Jessica has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Ars Wealth Advisors Group, LLC

2020 - 2022 (2 years)

Holloway Wealth Management, LLC

2018 - 2022 (4 years)

Holloway Wealth Management, LLC

2016 - 2018 (2 years)

Holloway Wealth Management, LLC

2015 - 2016 (1 year)

Children'S Home Society

2011 - 2015 (4 years)

University Of North 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 Marshall 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 Ars Wealth Advisors

Michael Hinson
Saint Petersburg, FL
Brett Mosley
Saint Petersburg, FL
Christopher Hill
Saint Petersburg, FL
Jamie Mason
Saint Petersburg, FL
Jessica Marshall
Gainesville, FL
Richard Heiman
Saint Petersburg, FL
Andrew Swenson
Saint Petersburg, FL
Michael Murray
Saint Petersburg, 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.

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