Jessica
Stanley
Avior Wealth Management, LLC
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About this Advisor
Jessica Stanley is a financial advisor based in Omaha, Nebraska, working with Avior Wealth Management, LLC. Jessica has previously held positions at Union Pacific Railroad, Waddell & Reed Inc, Various Insurance Carriers For W & R Insurance Agencies, Nelson Van Denburg & Campbell Wealth Management Group, LLC, and Avior Wealth Management, LLC. Jessica has passed the Series 66 regulatory exam and is registered to provide services in Nebraska. Currently, Jessica is part of Avior Wealth Management, LLC, which operates out of Omaha, Nebraska. The firm has 12 offices and 204 employees. The firm manages assets totaling $4.0 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, portfolio management for institutional clients, pension consulting services, and other services. The fee structure at Avior Wealth Management, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Avior Wealth Management, LLC Brokerage Details
$3,986,353,586
204
3,710
$1,074,489
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other
Jessica Stanley Work History
Avior Wealth Management, LLC
Nelson Van Denburg & Campbell Wealth Management Group, LLC
Waddell & Reed Inc
Various Insurance Carriers For W & R Insurance Agencies
Union Pacific Railroad
Disclosures
Please visit the SEC profile of Jessica Stanley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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