Jessica
Thayer
Unique Wealth, LLC
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About this Advisor
Jessica Thayer is a financial advisor based in Clearwater, Florida, working with Unique Wealth, LLC. Jessica has previously held positions at Northwestern Mutual Investment Services, LLC, Curtis Parry, Unique Wealth, LLC, and Beautycounter. Jessica has passed the Series 63 regulatory exam and is registered to provide services in Florida. Currently, Jessica is part of Unique Wealth, LLC, which operates out of Clearwater, Florida. The firm has 10 employees and manages assets totaling $626.5 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Unique Wealth, LLC includes asset-based, hourly, and fixed fees.
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Unique Wealth, LLC Brokerage Details
$626,488,465
10
2,063
$303,678
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jessica Thayer Work History
Unique Wealth, LLC
Beautycounter
Northwestern Mutual Investment Services, LLC
Curtis Parry
Disclosures
Please visit the SEC profile of Jessica Thayer 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 Unique Wealth, LLC
Clearwater, FL
Clearwater, FL
Clearwater, FL
Clearwater, FL
Clearwater, FL
Clearwater, FL
Clearwater, FL
Clearwater, FL
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