Jessica
Millan

Edward Jones

CRD#5868889
Investment Advisor
in Rochester, NY

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About this Advisor

Jessica Millan is an advisor based in Rochester, New York. Currently a registered advisor with Edward Jones, Millan has 10 years of professional experience as a registered advisor. Millan has a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Millan is registered to work with customers in Missouri. Millan has spent their whole career at Edward Jones. Edward Jones is headquartered in Rochester, New York, and has 14,439 additional locations in the country. As a company, Edward Jones manages $423 billion in assets throughout 3,336,586 accounts and retains more than 25,919 people. The amount of assets the firm manages places it among the largest investment advisory firms in the United States. The firm manages 1,067,474 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 10% of the firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Edward Jones can provide portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

906 Elmgrove Rd Ste 2
Rochester, NY 14624-6246

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Edward Jones Brokerage Details

Total Assets Under Management

$423,236,579,906

NY Average: $11,469,110,461
Total Number of Employees

25,919

NY Average: 458
Total Number of Accounts

3,336,586

NY Average: 33,415
Average Account Size

$126,847

NY Average: $343,232

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Jessica Millan Work History

Jessica has 10 years of experience.

2010 - Present (10 years)

Edward Jones

Disclosures

Jessica Millan has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Marcelo Fallick
Houston, TX
Nicholas Horstman
Williamston, MI
Brian Webb
Madisonville, KY
Ryan Collins
Amery, WI
Danielle Patnode
Erie, CO
Nolan Jeter
Atlanta, GA
Meghan Casey
Milford, NJ
Donald Smith
Suffolk, VA

This content was compiled from the SEC and FINRA.

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