Jessica
Brown
Syntegra Private Wealth Group LLC
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About this Advisor
Jessica Brown is a financial advisor based out of Chesterfield, Missouri with a total of 1 year of industry experience. Brown works at Syntegra Private Wealth Group LLC. The advisor has gained experience at Citimortgage, Ameriprise Financial Services, Inc, Securities America, Inc, Arbor Point Advisors and Syntegra Private Wealth Group LLC. Brown has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Missouri and Texas. Syntegra Private Wealth Group LLC is a registered investment business that has its headquarters in Chesterfield, MO. The investment advisory business has offices in three locations and a total of 17 advisors. It handles $814 million in assets between its 3,700 customer accounts, making it one of the bigger investment advisory firms in the United States by assets under management. Of its 3,700 accounts, 16% are associated with high-net-worth individuals who have more than $1 million in assets. Syntegra Private Wealth Group LLC provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice typically are based on which services the firm provides the client. Fees charged by Syntegra Private Wealth Group LLC most likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Syntegra Private Wealth Group LLC Brokerage Details
$813,810,000
17
3,700
$219,949
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jessica Brown Work History
Jessica has been registered as a financial advisor for 1 years.*
Syntegra Private Wealth Group LLC
Securities America, Inc
Arbor Point Advisors
Ameriprise Financial Services, Inc
Citimortgage
Citimortgage
*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 Brown 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 Syntegra Private Wealth Group LLC
Chesterfield, MO
Chesterfield, MO
Chesterfield, MO
Chesterfield, MO
Chesterfield, MO
Chesterfield, MO
Chesterfield, MO
Chesterfield, MO
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