Jessica
Wade
Pcg Wealth Management
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About this Advisor
Jessica Wade is a financial advisor based in Leawood, Kansas, working with Pcg Wealth Management. Jessica has previously held positions at Lpl Financial, LLC, Dillards, Inc, Metropolitan Community College, University Of Missouri - Kansas City, Pcg Wealth Advisors, LLC, Designer Brands, LLC, Commerce Bank, and Uber/Postmates. Jessica has passed the Series 66 regulatory exam and is registered to provide services in Missouri. Currently, Jessica is part of Pcg Wealth Management, which operates out of Leawood, Kansas. The firm has 5 offices and 22 employees. The firm manages assets totaling $665.9 million 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 pension consulting services. The fee structure at Pcg Wealth Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pcg Wealth Management Brokerage Details
$665,871,681
22
4,174
$159,528
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Jessica Wade Work History
Pcg Wealth Advisors, LLC
Lpl Financial, LLC
Uber/Postmates
Commerce Bank
Designer Brands, LLC
Lpl Financial, LLC
Pcg Wealth Advisors, LLC
University Of Missouri - Kansas City
Dillards, Inc
Metropolitan Community College
Disclosures
Please visit the SEC profile of Jessica Wade 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 Pcg Wealth Management
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
Louisville, KY
Louisville, KY
Leawood, KS
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