Jessica
Perkins
Heritage Financial Counselors, LLC
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About this Advisor
Jessica Perkins is a financial advisor based in Bedminster, New Jersey, working with Heritage Financial Counselors, LLC. Jessica has previously held positions at Heritage Financial Counselors, LLC, Johnson & Wales University, Bridgewater-Raritan Middle School, and Bridgewater-Raritan High School. Jessica is registered to provide services in New Jersey. Currently, Jessica is part of Heritage Financial Counselors, LLC, which operates out of Bedminster, New Jersey. The firm has 4 employees and manages assets totaling $179.2 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Heritage Financial Counselors, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Heritage Financial Counselors, LLC Brokerage Details
$179,205,556
4
387
$463,063
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jessica Perkins Work History
Heritage Financial Counselors, LLC
Johnson & Wales University
Bridgewater-Raritan High School
Bridgewater-Raritan Middle School
Disclosures
Please visit the SEC profile of Jessica Perkins 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 Heritage Financial Counselors, LLC
Bedminster, NJ
Bedminster, NJ
Bedminster, NJ
Bedminster, NJ
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