Answer a few questions and
get matched with an advisor.
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
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Edward Jones Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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.
Jessica Millan has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Edward Jones