Jessica
Marshall

Ars Wealth Advisors

CRD#7270427
Investment Advisor
in Gainesville, FL

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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
Michael Hinson
Saint Petersburg, FL
Brett Mosley
Saint Petersburg, FL
Adrian Neutz
Saint Petersburg, FL
Christopher Hill
Saint Petersburg, FL
Jessica Marshall
Gainesville, FL
Jamie Mason
Saint Petersburg, 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started