Jessica
Titus

Tlg Advisors, Inc

CRD#6713317
Investment Advisor
in Elmira, NY

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About this Advisor

Jessica Titus is a financial advisor based in Elmira, New York, working with Tlg Advisors, Inc. Jessica has previously held positions at Pruco Securities, LLC, Reliance Fence Company Inc, Pauls Fruit Market, Prudential Insurance Company Of America, The Leaders Group Inc, and Bka Financial. Jessica has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in New York. Currently, Jessica is part of Tlg Advisors, Inc, which operates out of Elmira, New York. The firm has 96 offices and 264 employees. The firm manages assets totaling $1.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Tlg Advisors, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

244 W Water Street, Suite 200
Elmira, NY 14901

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Tlg Advisors, Inc Brokerage Details

Total Assets Under Management

$1,661,324,827

NY Average: $2,349,664,866
Total Number of Employees

264

NY Average: 28
Total Number of Accounts

5,935

NY Average: 1,101
Average Account Size

$279,920

NY Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Jessica Titus Work History

2024 - Present (0 year)

The Leaders Group Inc

2024 - Present (0 year)

Bka Financial

2019 - Present (5 years)

Prudential Insurance Company Of America

2018 - Present (6 years)

Pruco Securities, LLC

2014 - 2019 (5 years)

Reliance Fence Company Inc

2014 - 2014 (< 1 year)

Pauls Fruit Market

Disclosures

Please visit the SEC profile of Jessica Titus 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 Tlg Advisors, Inc

Michael Wayda
New Orleans, LA
Lynn Jacobowski
Littleton, CO
Nathaniel Siegel
Littleton, CO
James Tanksley
Atlanta, GA
Paul Neri
Littleton, CO
Donald Baran
Littleton, CO
Douglas Gerrard
Miami Beach, FL
Catrina Beauchamp
Kingwood, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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