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 based in Gainesville, Florida, working with Ars Wealth Advisors. Jessica has previously held positions at Holloway Wealth Management, LLC, Children'S Home Society, University Of North Florida, and Ars Wealth Advisors Group, LLC. Jessica has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Jessica is part of Ars Wealth Advisors, which operates out of Gainesville, Florida. The firm has 1 office and 24 employees. The firm manages assets totaling $1.3 billion 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, and other services. The fee structure at Ars Wealth Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

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

$1,272,474,625

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

24

FL Average: 62
Total Number of Accounts

2,614

FL Average: 2,474
Average Account Size

$486,792

FL Average: $750,025

Investment Advisory Services

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

Jessica Marshall Work History

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

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

Ryan O' Leary
Saint Petersburg, FL
Brett Mosley
Saint Petersburg, FL
Adrian Neutz
Saint Petersburg, FL
Michael Hinson
Saint Petersburg, FL
Christopher Hill
Saint Petersburg, FL
Jamie Mason
Saint Petersburg, FL
Jessica Marshall
Gainesville, FL
Richard Heiman
Saint Petersburg, 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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